How customer credit balances work
To view the cash balances of your owners, navigate to the report and click the Owner cash balances tab on the Reports page. The customer credit balances report includes multiple types of reports:- Summary: This provides a high-level overview of the total cash balance of your owners.
- Itemized: This provides an itemized list of the cash balances of each owner.
Customer credit balances summary
To view the summary report, navigate to the report and click the Summary tab.| Column | Description |
|---|---|
| Currency | The currency for the balance. |
| Total balance | The total balance of all customers. |
Customer credit balances itemized
To view the itemized report, navigate to the report and click the Itemized tab.| Column | Description |
|---|---|
| Customer | The customer name. |
| Balance | The balance of the customer. |