Where can I see my customer's outstanding balances?

The outstanding balance is the unpaid amount of a customer's invoice.

Example

Invoice total $1000
Customer payments -  600
Outstanding balance $400

You can see your customer's outstanding balances and past due balances in the following screens.

Outstanding balances

  • Customers > Outstanding column
  • Customer activity screen > Outstanding column

    Note: The customer's total outstanding balance for all of their invoices is listed in the upper-right corner of the screen.

  • Sales > Status field > Outstanding > Outstanding column

    Note: You can filter invoices by date and status in the Sales screen.

Past due balances

  • Customers > View Past Due Only checkbox > Outstanding column
  • Customer activity screen > upper-right corner > Past Due
  • Sales > Status field > Past Due

You can see your customer's outstanding balances and past due balances in the following screens.

Outstanding balances

  • More > Customers > customer name
  • Sales > > Outstanding > Apply

Past due balances

  • More > Customers > customer name
  • Sales > > Past Due > Apply

You can see your customer's outstanding balances and past due balances in the following screens.

Outstanding balances

  • More > Customers > customer name
  • Sales > > Outstanding > Apply

Past due balances

  • More > Customers > customer name
  • Sales > > Past Due > Apply

The availability of some or all of these features depends on your OnBalance bundle.


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