The Balances report summarizes customer balances, either credits owed to the customer or balances due to the store. This report is automatically grouped by account type. The filter allows you to select specific account/balance types. For convenience, you may include the customer’s phone number or address to assist with follow-up.
Data fields in the Balances report include:
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Customer
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The customer’s name.
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Account
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The type of account or account number, depending on the account type.
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Date Created
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The date the account was created.
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Last Activity
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The date of the last transaction.
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Balance
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The current balance on the account.
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