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Customer Balance by Customer Branch

The same as Customer Balance, broken down by customer branch: one line per branch of each customer.

Menu: Reports › Partner Reports › Customer Balance by Customer Branch

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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​

ColumnWhat it shows
CustomerThe customer.
Customer BranchThe branch (outlet) of the customer.
SalesSales to that customer branch.
PaidPayments collected.
Pending Deposit ChecksChecks received but not yet deposited or cleared.
ReturnValue of goods returned.
RefundMoney refunded.
Balance DueWhat the customer branch still owes.
Last Sales DateDate of the last sale.
Prepaid BalancePrepaid money the customer has with you.

For searching, express filters, sorting, column settings, exporting and printing, see About reports.