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Find Customer Open Balance Inquiry

Find Customer Open Balance Inquiry

Angela Amico avatar
Written by Angela Amico
Updated over 2 weeks ago

Occasionally you may receive a check from a customer with no indication of what account they are paying on or what invoices are being paid. This Inquiry enables you to very quickly view balances by customer.

Accounts Receivable System

Accounts Receivable Reports

Customer Status Reports

Find Customer Open Balance

The Find Customer Open Balance Report can be run for all or a range of customers and you can set the open balance minimum/maximum to see your desired open balances. The report can be sequenced by highest to lowest or lowest to highest.

You can see in the grid below how they are presented. You could do a find to locate a particular balance.

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