Customer Balances Report

Customer Balances Report

Customer Balances Report

The Customer balance list report is the report, customers who owe your firm payment, how much they owe, and how long it has been since they were sent an invoice for payment. This report helps to learn how quickly customers historically make their payments.

Customer Balances Report in Accoxi

ACCOXI is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Customer balances report included in it. In the case of a business owner Customer Balances report is very important and useful information as it helps the user to know customers who owe to the firm payment, how much they owe, and how long it has been since they were sent an invoice for payment. When the user opens the ACCOXI account, the Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization.

Customer Balances Report In Accoxi.

Click on the Receivables head and select the option Customer Balances.
By clicking on the Customer Balances option, the customer balance report will pop up on the screen.

Customer Balances

Customer Balances

It shows the details of the customer balances along with the total due, paid amount and available credits. 

 

        

   Fields

          Description

Customize Report

Users can filter the customer balances report by using the option Customize Report. By clicking on the customize report, the user can filter the report by customer. If the user using the Customer option, need to select a customer. By clicking on the select option, a list of available customers will appear and can select the required one. By clicking on Run Report, users get the customized report based on data entered. 

Print

 If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to the Report page and it contains the details regarding the print.

User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, the user gets the print out of the customer balances report.                          

Customer Name

This field shows the customer name of the particular invoice.

Total Due

It shows the total due amount that owes to the firm, by the customer.

Available Credits

It shows the available credit amount of a particular customer.

Paid Amount

 This column shows the details of the amount paid. If any amount paid by the Customer, it will be shown on the field.

Balance

This column shows the balance of payment amount owed by the customer.

 

Menus Available in Print View

Customer Balances Report View

When the user clicks on the print menu, it opens to the Report page. It shows the customer balance report and it consists of various menus. 

 

 

        Fields

                                   Description

Refresh

If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

 

Pagination Control

It controls the page navigation. Users can select the page by using the page control keys or can enter the page number in the given box. After entering the page number, it will open to the screen.        

Page Setup

This menu helps the user to set the page size, page orientation, and margin size.  By clicking on the Page Setup icon, a new tab will appear and the user can select the page size, orientation, and margin size with the tab                 

 

Switch to Interactive Layout

It helps the user to change the page to the Interactive Layout. By clicking on the icon, it will change to an interactive layout        

Zoom

Users can use the zoom option to select the required zoom size for print. By clicking on the select option, the available zoom size will appear and can select the required size.                           

Print

By clicking on the Print button, the user gets the print out of the report.

Export

The export menu enables the user to export the report to PDF format and can save it in the system.

                                       

                  

When the user clicks on the Export menu, a new tab will appear to save the file. Then the user can select the location to save the file, can set a name, and click on the save button to save the file as PDF format.

 

Exit

Exit menu is for exit from the Print report page and it redirects to the previous page.

                                   

 

Frequently Asked Questions?

01How to take print out of Customer Balances report with complete customer list?

  • Click on the Reports module.
  • Select the Customer Balances from Receivables head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print menu to get the printout of the report.

02Can I get my overdue amount from customer from Customer Balance report?

  • Click on the Reports module.
  • Select the Report Customer Balances from Receivables head.
  • Customer balances data shows the details of all the customers with Customer name, Total Due, available credits, paid amount and balance amount.

03What represent the Available credit column in Customer Balances report?

Available credit column indicates the available credit amount of the particular customer which can used to adjust not paid invoices of that customer

04How can I export the Customer Balances report in to Excel format?

  • Click on the Reports module.
  • Select the report Customer Balances from Receivables head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • Click on the Export menu at the bottom right side of the page.
  • New tab will appear for save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.