reports

How do I view the customer-wise breakdown of the total unearned revenue in Zoho Books?

You can view the customer-wise breakdown of the total unearned revenue by adding the Unused Advance Payment column to the Customer Balance Summary report. Here’s how:

  • Go to the Reports module on the left sidebar.
  • Select the Customer Balances Summary report under Receivables.
  • On the Customer Balances Summary page, click Customise Report on the top.
Customize Report
  • On the Customise Report page, go to the Show or Hide Columns tab.
  • In the Available Columns sections, hover over Unused Advance Payment and click the + button next to it.
  • If you have created transactions in different currencies, hover over Unused Advance Payment (FCY) and click the + button next to it.
Click + next to Unused Advance Payment
  • Unused Advance Payment will be added to the Selected Columns section.
  • Click Run Report.

You can now view the customer-wise total unearned revenue of your organisation from the unused advance payment columns of the Customer Balance Summary report.

Unused Advance Payment column
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