Super Search Open Balance-Last Payment

This Super Search report can be used to determine the date of the last payment, if any, made on a specific invoice or customer. It will display the ‘Date Last Payment’, ‘Total’, Amount Paid’, and ‘Balance Due’. Filtering capabilities to exclude invoices that have received a payment within a specific date period.

1. Quick Search

2. Customers

3. Super Search

4. Update Customer History (This may take a minute depending on the last time it was updated)

5. Optional-Enter the Order Date Range

6. Enter the Received Payment Dates you do not want to show on the report

   This is used if you do not want invoices shown that have received a payment this week, month, etc.

   If you want all invoices to show, make sure future dates are selected.

   Optional - Select the Branch or Invoice status

7. Select the correct report

   Open Balance No Payments Made by Customer

   Open Balance No Payments Made by Invoice

8. Select to Print, Preview, or save as PDF