How to run an Outstanding Customer Balances report
Sep 09, 2021
302
1. Click on Reports > Business Reports from the left hand navigation bar in Workshop Software.
2. Click on the arrow to expand out the Customer Reports section.
3. Click on the green printer icon for the Outstanding Customer Balances report, if you want to you can also sort the report by Contact Name, Name, State or Suburb of the customer.
Please note: for our gold subscription users you can download the report as a .csv file by clicking on the yellow download icon.
4. The report will appear in a new tab, you can download this as a PDF file by clicking the downward arrow located in the top right hand corner of the screen. To print it via your printer, click on the printer icon located in the top right hand corner of the screen.
