This report helps to learn how quickly customers historically make their payments.
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.
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.
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.
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. |
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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. |
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. |
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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.
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Exit |
Exit menu is for exit from the Print report page and it redirects to the previous page. |
Available credit column indicates the available credit amount of the particular customer which can used to adjust not paid invoices of that customer