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).
- 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.
- 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.