Clarification on whether the customer’s opening balance appears in the customer aging report and the relationship between the opening balance and the aging report, and how to identify the customer’s opening balance.
Steps to Follow:
Customer Answer:
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The aging report focuses only on unpaid invoices and classifies them by due date
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The opening balance does not appear in the aging report
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To view the opening balance, you can use:
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Customer Receivables Summary Report via “Reports” then “Customer Receivables Summary”
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Or generate a Customer Statement.
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Additional Notes:
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You can select the appropriate report based on the type of information needed
