Where can I see my customer's outstanding balances?

The outstanding balance is the unpaid amount of a customer's invoice.

Example

Invoice total $1000
Customer payments -  600
Outstanding balance $400

You can see your customer's outstanding balances and past due balances in the following screens.

Outstanding balances

  • Customers > Outstanding column

  • Customer activity screen > Outstanding column

    Note: The customer's total outstanding balance for all of their invoices is listed in the upper-right corner of the screen.

  • Sales > Status field > Outstanding > Outstanding column

    Note: You can filter invoices by date, status, type, and sale point in the Sales screen.

Past due balances

  • Customers > View Past Due Only checkbox > Outstanding column
  • Customer activity screen > upper-right corner > Past Due
  • Sales > Status field > Past Due