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The customer credit balances report enables you to view the total balances of your customers, helping you track the cash from your business is holding on behalf of your customers.

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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.

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Customer credit balances summary

To view the summary report, navigate to the report and click the Summary tab.

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Customer credit balances itemized

To view the itemized report, navigate to the report and click the Itemized tab.