NSC | Customer Saved Search with Customer Balance Information

Scenario

The user wants to view all Customer Balances in a single report. Currently, they are checking each customer's balance by navigating to the Customer record > Financial tab > Balance Information section.

Solution

To verify if there is a related RMA for an Invoice, you can create a Saved Search.

1. Navigate to Report > Saved Searches > All Saved Searches > New > select Customer as Search Type
2. Add a Search Title
3. In Results tab > Columns subtab, add the following:
   1. Name
   2. Balance
   3. Deposit Balance
   4. Overdue Balance
   5. Unbilled Orders
   6. Days Overdue
4. Click Save

You can further customize the report and add additional fields from the Results tab as needed.