Contents - Index

Client Balances

This report prints full details of all transactions for the clinet; including any write offs and credits or debits.  You can obtain a report by client or for all clients.  Date selection relates to the date of the invoices.  A client that has been active over more than one year can have their full transaction record retrieved if you have not cleared previous year's transactions.

If a client has no invoices within the date range you have selected nothing appears on the report.

Use this report to find out how promptly the client pays, and whether a write off or reminder notice/statement may be required.  Aged debtors should be run first.