Customer balance report overview

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The Customer balance report is used to monitor amounts owed and paid by customers.

To open the Customer balance report, do one of the following:

• Go to Sales and, under Reports, click Customer balance.
• Go to Analysis and, under Customer balance, click Customer balance.

The Customer balance report comprises the following report variants:

Report variant	Description
Customer balance	Shows the details on customer debts and payments by customer contract currency and contract within the selected period. The amounts are shown in the currencies of the contracts with customers.
Customer balance by orders	Shows the details on customer debts and payments by customer contract currency, contract, and order within the selected period. The amounts are shown in the currencies of the contracts with customers.
Customer balance details (contract currency)	Shows the details on customer debts and payments by customer contract currency, customer, and contract within the selected period. The amounts are shown in the currencies of the contracts with customers.
Customer balance details (presentation currency)	Shows the details on customer debts and payments by customer and customer contract within the selected period. Each amount is shown in the presentation currency of the corresponding company.
Customer balance summary (contract currency)	Shows total amounts of customer debts and total amounts of advances paid by customers but not yet cleared. The amounts in the report are shown in the currencies of the contracts with customers.
Customer balance summary (presentation currency)	Shows total amounts of customer debts and total amounts of advances paid by customers but not yet cleared. Each amount is shown in the presentation currency of the corresponding company.

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