Customer unpaid balance report

  • 17 August 2021
  • 2 replies

Userlevel 4
Badge +1

Is there a reports that tells, customer unpaid balance on each SO / Invoice.


Best answer by BenjaminCrisman 31 August 2021, 16:49

View original

2 replies

Userlevel 7
Badge +4

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?

Userlevel 4
Badge +1

hi @BenjaminCrisman 

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


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved