The customer balance report summarises the outstanding balance per customer from orders placed on-account and through scheme providers across all your stores.
You can view the overall number of customers with an active balance and the total amount due to you.
The list displays the following in sortable columns:
Customer Name - Displays the customer's name. Select it to open their customer profile, where you can view all associated orders and send statements.
Company - Displays the company the customer is assigned to, if applicable.
Account Number - Displays the customer's account number, if one has been assigned to their customer profile.
Account Balance - Displays the total outstanding balance owed by the customer across all invoices.
This can be exported to CSV by selecting the 3 dots on the top right.