Open Invoice Under a Customer Account Yet Customer Balance Shows Zero Balance

DEW2022 · ‎July 28, 2022

One of our team pointed out that a customer of ours has an outstanding invoice balance and yet in the customer list in the customer center the "balance" column has a zero. Is this a sign of a corrupt data file, incorrect transaction activity or something else? (See Screenshot)

BigRedConsulting · ‎July 28, 2022

Your screenshot show the transaction total Amounts, not the open balance.

To see the open balance, right click on the table and choose Customize Columns. Then add the Open Balance column:

View solution in original post

BigRedConsulting · ‎July 28, 2022

Your screenshot show the transaction total Amounts, not the open balance.

To see the open balance, right click on the table and choose Customize Columns. Then add the Open Balance column:

DEW2022 · ‎August 10, 2022

Thank you.

Topics

Training

Community

Resources

Open Invoice Under a Customer Account Yet Customer Balance Shows Zero Balance