Customer Balance Report Details
The Customer Balance report is a standard report located in the Customer folder of the Reporting Tool found in either the Standard Reports or Reporting applications. The default sort order for this report is by Customer Name. For descriptions of the filters you can use, refer to Report Parameters List.
The following table describes the output columns:
| Column | Description |
|---|---|
|
Customer Name |
Name of the person or company associated with this account. |
|
Account |
Unique customer account number. |
|
Type |
The kind of transaction listed in the report. |
|
Date |
The date of the transaction listed in the report. |
|
Number |
The unique ID of the transaction. |
|
Description |
Information about the transaction such as the invoice number. |
|
Amount |
The amount of the balance of each account. |