Customer Balance Summary (Reports)

Users can print out complete balance sheet of your customers exporting to PDF and EXCEL formats are also available. Customer name and its balance will be displayed take print out or save them in PDF or EXCEL formats for your record.

Step 1. There is only one way to open "Customer Balance Summary" screen of Sale Module.

that is from left menu by clicking on Sale ------>  Report  ------> Customer Balance Summary.

Step 2. User click "Customer Aging Detail"  then it will open new screen to "Customer Balance Summary" report information.

1.Date: User select the "Date" of Customer Balance Summary report in this field.

2.Go: User can select the "Customer" and then click on "Go" button it will show the report.

3.Export to Excel: This button will Export your report to Excel file and it will be downloaded to your device.

4.Customer Name: This column will show customers name.

5.Balance Amount: This column will show total balance of the customer.