The Customer Balances Summary report includes the customer balances for the selected period, whereas the Customer Balances report includes the customer balances that are applicable for the selected period and future dates.
To access the same information found in the Customer Balances Summary report, you can export the Customer Balances report while excluding transactions created on future dates. The information will not be within the report itself but will instead be available in the exported file. Here’s how you can do this:
Your Customer Balances report will be downloaded as a PDF, containing data exclusively related to customer balances for the chosen period.
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