Customer Balance Summary
Total balance owed per customer, at a glance.
Who it's for
Owners checking exposure by customer
Key benefits
- One line per customer with total balance owed
- Quick way to spot your largest outstanding balances
- Links to detail and statements
Overview
Customer Balance Summary totals the outstanding balance for every customer in one list, so you can spot your biggest outstanding balances immediately.
Related features
See how Customer Balance Summary fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.