ServEaseDocumentation

Outstanding Balance report

Unpaid charges.

See what customers still owe after charges and payments.

Open this report

Reports → find Outstanding Balance in the library → Open report.

Or use the direct path from the reports hub card.

Typical filters

Most reports support:

  • Date range — limit rows to a period
  • Location, team, or service — where applicable on this report
  • Export — download CSV for spreadsheets

Exact filters vary by report; use the filter panel on the report page.

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