Add filter to Customer list to show only customers with an open balance
This will help filter out large lists of customers especially when exporting/selecting multiple to only show customers that currently have an open balance
Comments: 8
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07 Nov, '19
Andy MergedAdd additional filters to the customer view, such as customer balance or if the customer has a credit limit. This would be extremely helpful when reviewing AR for larger groups of customers. The data is there, so it would be helpful to be able to filter on it and in some cases not having this ability makes the field less helpful.
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11 Nov, '19
ShomariI was surprised to see credit balance as an option but not open balance.
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17 Sep, '20
Paul Howard MergedCan we have a filter in customers to only show customers that have a value outstanding.
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20 Jan, '21
KyleAny update on this? This would be very helpful as 90% of our 20k+ customers won't have a balance as they are on auto-pay, so it makes it hard to quickly see the customers with open balances. Also it would be great if you could sort customers based on total open balance. I know you can do this from the invoice view, but would be extremely helpful in the customer view.
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26 Jan, '21
Jared King Admin"New Filter in Customers" (suggested by Paul Howard on 2020-09-17), including upvotes (2) and comments (0), was merged into this suggestion.
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26 Jan, '21
Jared King Admin"Add filters to the customer view" (suggested by Andy on 2019-11-07), including upvotes (2) and comments (0), was merged into this suggestion.
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14 Apr, '21
AdamIt would also be nice to be able to Sort the customer list by total open balance. Oh, and also, just having a column for total open balance would also be great...
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19 May, '21
Jared King AdminWe have an update on this. You can now filter your customer list to customers that have an open balance!