Customer Running Balances
What is Customer Running Balances?
The Customer Running Balance Report provides a snapshot of the current balances owed by each customer. This report offers a clear overview of the financial standing of customers, enabling businesses to monitor their outstanding balances over time. By accessing this report, businesses can stay informed about the ongoing financial relationships with their customers and make informed decisions regarding credit management and collections.
- Step 1: Go to back office
- Select Reports Module
- Select Customer Running Balances
- Step 2: You may filter the dates (start - end)
- Filter the customer
- Destination: Can be downloaded in PDF and Excel file
- Step 3: Customer Running Balance Report
