Here is an explanation about how to identify your customers with the highest outstanding balances. You can view the “Accounts Receivable” report in the system, which shows each customer’s outstanding amount in detail.
Steps
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Access Reports
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From the dropdown menu > Reports
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Select the Accounts Receivable Report
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The report displays a list of customers and their outstanding amounts
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Export the Report
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Scroll down to the bottom of the report and click “Export”
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Choose Excel or PDF
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Important Notes
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You can sort customers from highest to lowest by amount after exporting the file to Excel.
Search keywords:
- How do I know the top five customers with outstanding balances?
- How can I find out which customers have the highest outstanding amounts?
