When a financial year comes to an end, it is important to follow up and clear any payments that your customers have not made yet. The Customer Balances report in Zoho Books helps to find out if any of your customers are having outstanding balances.
To view customer balances:
A report will be generated that contains your customers’ outstanding balances either for the previous financial year or for the current financial year accordingly.
You can also click the Export As dropdown and select a file format to export the report.
Books
Online accounting software
for small businesses.