Customers by amount due

Use the Customers by amount due report to review unpaid invoice balances by customer as of a selected date. Unlike an overdue-only report, this report includes both current and overdue amounts that remain due.

Payments and credits applied by the selected date reduce an invoice’s balance. The report excludes fully paid invoices and transactions dated after the selected date. Results are grouped by customer and invoice and sorted from the largest amount due to the smallest.

Open Menu > Reports. In Search by report or description, enter Customers by amount due, press Enter, and select the report. Select Change date range, choose the Date in the Date range drawer, and apply the change. As needed, filter by Customer, Transaction ID, Terms, Days overdue, or Customer type. Expand a customer to review the invoices included in the total.