Client Account Balances Reports
If Client Account Balances is enabled for your account, the following Client Account Balances reports are available in the Reports app.
Client Account Balances reports can help you track account balance usage, current account balances, and more.
Link copiedClient Account Usage Report
The Client Account Usage report includes account balance usage details such as sale # and client name.
The table below provides more information on the different columns in the Client Account Usage report.
Column | Description |
|---|---|
Date | The date the account balance was used. |
Sale # | The sale where the account balance was used. |
Client | The client whose account balance was used. |
Amount | The amount of the account balance that was used. Negative amounts include payments that were refunded or reversed to the client account balance. |
Link copiedClient Account Balances Report
The Client Account Balances report includes current client account balances.
The table below provides more information on the different columns in the Client Account Balances report.
Column | Description |
|---|---|
Client | The client's name. |
Amount | The client's current account balance. |
Link copiedClient Account Deposits Report
The Client Account Deposits report includes account balance deposit details such as sale # and client name. This report does not include manual adjustments to client account balances.
The table below provides more information on the different columns in the Client Account Deposits report.
Column | Description |
|---|---|
Date | The date the account balance deposit was completed. |
Sale # | The sale where the account balance deposit was completed. |
Client | The client whose account balance was updated. |
Amount | The account balance deposit amount. |
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