Customer balance report

In InvoiceOcean, the Customer balance report allows us to calculate the total gross value of invoices, paid amounts, and amounts due, within a selected period, converted to the account currency. We group invoices by the buyer's name. For each buyer (customer), we calculate the number of invoices within the specified period, the sum of gross values of invoices converted to the account currency, the amount paid, and the amount due.

To generate the report, you need to select its type, specify the parameters, and choose the Generate Report option. In the Reports List tab, there is an extensive database of reports divided into thematic sections related to various aspects of the system such as sales, costs, warehouses, products, clients and others.