Balances Report


The Balances report summarizes customer balances, either credits owed to the customer or balances due to the store.  This report is automatically grouped by account type.  The filter allows you to select specific account/balance types.  For convenience, you may include the customer’s phone number or address to assist with follow-up.

Data fields in the Balances report include:

Customer

The customer’s name.

Account

The type of account or account number, depending on the account type.

Date Created

The date the account was created.

Last Activity

The date of the last transaction.

Balance

The current balance on the account.

 

Updated on Thu, 10 Jun 2021 by Angela Chiaravalle

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