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Account Balance at a Glance


#1

Where can I find details from Account Balance at a Glance of all costumers. Some times I tag payment without invoices and would be nice to see what is outstanding without checking each client or customer separetaly.


#2

Hi @awariat

You have 2 options:

  1. From your client list, do an advanced search enabling the columns that you wish (such as the ‘Total Invoiced’, ‘Total Received’ and ‘Prepayments’ options).

  2. Running the ‘Debtors (Clients) Ageing Report’ will list all clients with a balance, and also show their prepayments at the side. While this doesn’t show you the actual balance, you can export the data into Excel and perform calculations on it as you wish. This can be found by going to Reports >> All Reports >> Debtor (Clients) Ageing Report

Or, if you were after a complete list of outstanding invoices, the Historical Invoices report may be of more benefit to you. Again, pre-payments aren’t shown in this report, but you can export them to a csv file. This is also found in the ‘All Reports’ section.

I hope that helps?


#3

Thank you very much.
The column “Invoice balance” from lists of suppliers or clients is what I was looking for. The reports are useful as well.


#4

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