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.