Customer Balance by Customer Branch
The same as Customer Balance, broken down by customer branch: one line per branch of each customer.
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Reports › Customer Balance by Customer Branch › View
What it's for
Use it for customers with several outlets (set up as customer branches), so each outlet's balance can be followed up with its own buyer.
Example
SuperMart has 4 outlets. The report shows that only the SuperMart Cebu outlet has a Balance Due of 42,000.00, so the collector calls that outlet.
Filters
Click Filters to narrow the report. You can filter by:
Branch, Trans. Date, Customer, Transaction.
Columns
| Column | What it shows |
|---|---|
| Customer | The customer. |
| Customer Branch | The branch (outlet) of the customer. |
| Sales | Sales to that customer branch. |
| Paid | Payments collected. |
| Pending Deposit Checks | Checks received but not yet deposited or cleared. |
| Return | Value of goods returned. |
| Refund | Money refunded. |
| Balance Due | What the customer branch still owes. |
| Last Sales Date | Date of the last sale. |
| Prepaid Balance | Prepaid money the customer has with you. |
For searching, express filters, sorting, column settings, exporting and printing, see About reports.