Customer Account Summary

The Customer Account Summary report gives you a quick and easy comprehensive look at all of your customer accounts and their activity.

To view the Customer Account Summary, navigate to Manager > Reports > Operations > Customer Account Summary.

Select the start and end dates you wish to view and click Generate.

The results will display below.



The customer's account will display the following totals.
  • The starting balance of when the report is run.
  • The total charges that have accrued on the account since the report start date.
  • The total amount of payments that have been made on the account since the start run date. 
  • The total of any adjustments made on the account since the start run date. 
  • The ending balance on the account.
You can print or export the report if you need to. 

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