When you are looking to see the details of what each of your customers with outstanding balances owe you, you will pull the Customer Balance Detail Report.
To find this report toggle to the Reports Page > Billing Reports > Select "Customer Balance Detail."
After you have selected the report, it will ask you if you want to group it by customer or not and then the report will run.
Once the report results appear on the screen you will have the option to filter by a specific customer if you'd like or you can download it to Excel. This report can be extremely helpful for collections.
Last updated at: 1/29/25