Customer Balance Details Report

Customer List:

• “Customer Balance” action:
  • was added to the Statements multi-button;
  • it works for the Open tab of Customer Center;
  • after clicking on the button:
    • the Customer Balance Details Report is printed;
• “Customer Balance Details” PDF:
  • contains:
    • all Opened Invoices / Checks for Customer
    • Datagrid:
      • if Customer has Child Customer -> is sorted by Customer;
      • Columns:
        • Type -> Order Type;
        • Number -> Order Number;
        • Date -> Order created date;
        • Amount -> Order Total Amount;
        • Open Balance -> Order Open Balance;
      • for each Customer are displayed Totals:
        • Amount -> Sum of Order Amounts for the corresponding Customers;
        • Open Balance -> Sum of Order Open Balances for the corresponding Customers;
    • at the bottom of the List are displayed Total Values:
      • Amount -> Sum of all Order Amounts
      • Open Balance -> Sum of all Order Open Balances.