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Use Customer Deposits to review the outstanding balance value on invoices - along with fulfilled and unfulfilled quantities and values. This report can be filtered by sales status to allow views of processed and awaiting payment sales.
Considerations when using this report:
- The Outstanding Balance is calculated using both payments received AND the fulfilled (or not fulfilled) status of products
- Freight/Surcharges/Vouchers will be displayed in a separate column
- Invoices fully paid, but with unfulfilled products, will display a negative outstanding balance
To access Customer Deposits, navigate to Reports > EOM Reports > Customer Deposits
Apply filters as required > click Search.
View this report in-page, or export to Excel.
Tip: Click column headings to sort into ascending or descending order. Ensure to scroll to the right to view more column details.
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