Hello, mcesc.
Using a report to sort a certain type of customer for their balances would definitely speed up the payment collections process. So, I'd like to take this moment to elaborate a certain part of the Reports feature, and help us get the data we need.
Customer-related reports will always show the entire customers list. It sounds like you're using Customer Types to sift through them. We can use the Sales by Customer Type Detail report. However, we're unable to see the exact balances for the invoices while filtering out the customer types.
The closest workaround for this is to use the Sales by Customer Type Detail and the Open Invoices reports. We'll want to compare the data from both reports to sort out the open balances from different customer types.
We'll want to export both reports to Excel. If possible, we can combine the data to get the report we need.
To export the report to Excel, simply click the export button (right beside the small gear icon on the report view section), then select Export to Excel.
If you'd like to learn more about running reports, I can share this article with you: Run reports in QuickBooks Online.
In case you haven't done it yet, you have the option to send reminders to your customers about their due balances. If you want to know more about it in the future, check out this guide: Send invoice reminders automatically or manually in QuickBooks Online.
I'm always available if you have concerns about running reports for your finances. Would you like some assistance on other things like expenses or bank transactions? Feel free to add the details on what you'd like to do. I'm here to help.
