The Customer Balance List report provides you a list of students and their account balance for the chosen date.
-> Go To: Point Of Sale > REPORTS > Customer Accounts > Customer Balance List
Access the Customer Balance List
| 1. Select one or more balance types to include in the report; Positive, Zero or Negative. |
| OR - Enter a balance range in to the Minimum Balance and Maximum Balance fields. |
| Options are: Today, Yesterday or Custom Date. |
| 3. Select by School to determine which school(s) to run the balance list for. |
| Options are: All Schools or an Individual School. |
| 4. Select by Grade to narrow the list down by grade. |
| Options are: All Grades or an Individual Grade. |
| 5. Choose which Eligibilities / Price Groups to include in the balance list. |
| Price Groups allow the user to choose individual Price Groups, which include student and non-student groups. |
| 6. Select By Homeroom to include specific, Individual Homerooms or All Homerooms. |
| 7. Select Family Account Status to display All Accounts, Family Accounts Only or Individual Accounts Only. |
| 8. Select Enrollment Status. |
| Options are: All, Active or Inactive. |
| 9. Choose to Sort by Customer Name, School, Grade or Homeroom. |
| 10. Enable Show Fund Accounts to include them in the balance list. |
| 11. Click View/Print to generate the report for view: |
| 4. While viewing a report you can Download and Print using the icons in the view menu bar: |
| Note! If the menu bar is not present, hover over the body of the report with your mouse cursor to enable it. |
Export the Customer Balance List report
| 1. Click the Export button to load the report for export: |
| 2. Select a format for export from the dropdown menu located in the view window header and click the Export button: |
