How to View Outstanding Balances

Use this report to see every unpaid balance on both sides of your business: what customers owe you, and what you owe suppliers.

1. Open Reports. Click Reports in the top menu, then Outstanding Balances.
2. Review Customer Balances. See every customer with an unpaid amount, and click into one for a detailed breakdown of their individual unpaid sales.
3. Review Supplier Balances. See every supplier you still owe money to, with the same drill-down detail available.
4. Write off a balance, if needed. If a balance is uncollectible or has been settled outside the system, staff with permission can process a write-off from the customer or supplier's detail view.