As the current financial year comes to a close, it is important to follow up and clear any payments that your customers have not made yet. The Customer Balances report in Zoho Books can be used to find out if any of your customers have any outstanding balances.
To view your customer balances:
A report will be generated that contains your customers’ outstanding balances either for the previous financial year or for the current financial year based on your choice.
You can also click the Export As dropdown and select a file format to export your report.
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