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Client Balance Report

Purpose

This report identifies which Clients have "balances ". These are shown in monthly totals including annual turnover.

Reports -> Finance -> Clients -> Client Balance Report

Selection Criteria

  • Outstanding only
  • Accounts "On Stop"
    •

    Information reported

  • Client reference
  • Contact name
  • Company
  • Status
  • Telephone
  • Email
  • Currency
  • Credit limit
  • Balance
  • Prepaid value
  • This months balance
  • Last months balance
  • Previous months balance
  • Over three months balance
  • Turnover this year, start month defined in "
    •  Your Details"

    Sort order

  • Client Reference
    •

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