Customer Balance Summary

The "Customer Balance Summary" feature in Wafeq provides a quick and efficient way to track each customer's financial balance in your accounts. The report allows you to select the time period you want to display the data for, and shows the financial movements that occurred during that period, making the tracking and collection process easier.

This report allows you to easily answer questions such as:

• What is the total amount each customer owes at the end of the period?

• How has the balance changed since the beginning of the period?

• Has the customer made any payments, or has their debt increased?

In this guide, we will explore the steps for viewing the report and its details.

How to View the Customer Balance Summary Report?

Click on "Reports" in the main menu, then click on "Customer Balance Summary" under the "Sales" reports.

You can control the display or hiding of the following columns by clicking the "Edit Columns" button and enabling or disabling the desired column:

• Closing Balance

• Credit

• Debit

You can also provide feedback on the column display control feature by clicking on "Share Feedback ."

You can perform the following actions on the report:

• Customize the report based on the time period (e.g., Last 3 months, Last 12 months, or a custom period).

• Filter the report data by branches / cost centers / projects.

• Download the report by exporting it as an Excel or PDF file.