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Use this to view a history of balances for a customer.
- From the Main Menu select Reports -> Contacts -> Customer Balance History or Reports -> Billing -> Balance History. Your screen should look similar to this:
- Begin Period: You must enter a beginning date for the range of balances you want to view.
- End Period: You must enter an ending date for the range of balances you want to view.
- Customer Name: Select a customer by typing in any known portion of their name and selecting the match. Or use
the
 button to search for the Customer.
- Click the
 Next button. Your screen should look similar to this:
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