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.
Hi @awariat
You have 2 options:
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From your client list, do an advanced search enabling the columns that you wish (such as the âTotal Invoicedâ, âTotal Receivedâ and âPrepaymentsâ options).
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Running the âDebtors (Clients) Ageing Reportâ will list all clients with a balance, and also show their prepayments at the side. While this doesnât 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 arenât shown in this report, but you can export them to a csv file. This is also found in the âAll Reportsâ section.
I hope that helps?
Thank you very much.
The column âInvoice balanceâ from lists of suppliers or clients is what I was looking for. The reports are useful as well.
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