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Customer unpaid balance report


deebhane
Semi-Pro I
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Is there a reports that tells, customer unpaid balance on each SO / Invoice.

Best answer by BenjaminCrisman

Hi @deebhane !

It sounds like what you’re looking for to see the unpaid balance would be the AR Open Documents by Customer report, AR634000:

This report will show the balances on invoices still open and can be run in a Summary or Detailed format.

For Sales Orders there isn’t really a way to see this, just the uncompleted lines via the Sales Order Details by Customer report, SO611000, but you need to check the box to show uncompleted lines only otherwise you will see much more.

Have you already checked these reports?

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2 replies

BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • 630 replies
  • Answer
  • August 31, 2021

Hi @deebhane !

It sounds like what you’re looking for to see the unpaid balance would be the AR Open Documents by Customer report, AR634000:

This report will show the balances on invoices still open and can be run in a Summary or Detailed format.

For Sales Orders there isn’t really a way to see this, just the uncompleted lines via the Sales Order Details by Customer report, SO611000, but you need to check the box to show uncompleted lines only otherwise you will see much more.

Have you already checked these reports?


deebhane
Semi-Pro I
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  • Author
  • Semi-Pro I
  • 62 replies
  • September 1, 2021

hi @BenjaminCrisman 

Thanks for your suggestion, Let us review this reports and get back if anything further required. 


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