Customer Overview Balance

This is simply the quick view of the customer's current account status. It is a reflection of the items that currently exist in our system (your records may differ if a synchronization has not been recently run).

"Total Balance"

  • Consists of all open invoices added together. Unapplied credits do NOT factor into this total. 

"Total Past Due"

  • Calculated by adding up open invoices past their technical due date.

"Oldest Invoice"

  • The invoice with the oldest date of creation from your accounting integration.

# Of Invoices

  • The number of invoices with a current outstanding balance from your accounting integration.