Nov 08, 2018

How-to Generate a Customer Open Balance Statement

  1. Click on the ‘Reports‘ icon on the toolbar.
  2. Find the Customer Open Balance Statement creation box (4th option from the top in the left hand column).
  3. Select either ‘Trips’ or ‘Invoices or Both’.
  4. Select the ‘Billing Contact’ from the drop down list, or leave the Billing Contact field blank to show all Billing Contacts with outstanding balances.
  5. Enter the date range in ‘Date From’ and ‘Date To’.
  6. Select the ‘Output Format’ as ‘Web page’ or ‘MS Excel’ from the drop down list.
  7. Click the ‘GENERATE REPORT‘ button.