How to view the Credit/Debit balances for Customers on Web?

To view the Credit/Debit balances for Customers, follow the below mentioned steps:

Step 1: Click on the Reports in the Taskbar.

Step 2: A Dashboard will appear, in that Click on Party Reports. >> Select the All Customers option in the Party Reports. >> Click on Filter and select Party Balance Type.

Step 3: You can select the Credit/Debit balances for the Customers.

Credit balance : It is the amount of money available in an account or the amount a financial institution owes to a customer.

Debit balance : It is an amount of money that is less than zero. It can occur in a bank account or in a company’s financial records.