# Customer Outstanding By Month

<p class="doc-lead">Month-wise breakdown of customer outstanding balances — shows how receivables evolved across months for trend analysis.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/sales/reports/customer-outstanding-by-month?id=overview">Overview</a>
<a href="#/sales/reports/customer-outstanding-by-month?id=use-cases">Use Cases</a>
<a href="#/sales/reports/customer-outstanding-by-month?id=filters">Filters</a>
<a href="#/sales/reports/customer-outstanding-by-month?id=columns">Columns</a>
<a href="#/sales/reports/customer-outstanding-by-month?id=actions">Actions</a>
<a href="#/sales/reports/customer-outstanding-by-month?id=faq">FAQ</a>
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<h2 id="overview">Overview</h2>

Go to <b>Sales → Customer Reports → Customer Outstanding By Month</b>.

Report title in ERP: <b>Customer Outstanding By Month</b>

<p><b>What it shows.</b> Each customer with outstanding balance split by month columns, showing how much was owed at the end of each month.</p>

<p><b>When to use it.</b> Use to track receivables trends over time, compare month-end outstanding positions, and support cash flow forecasting.</p>

<p><b>How amounts are calculated.</b> Calculates customer outstanding balance at the end of each month within the selected year or date range.</p>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Cash flow forecasting</b> — Review how outstanding balances trended over recent months.</li>
<li><b>Collection effectiveness</b> — Compare month-end outstanding before and after collection drives.</li>
<li><b>Customer credit review</b> — Identify customers whose outstanding grew consistently over months.</li>
<li><b>Management reporting</b> — Present month-wise receivable trends in finance review meetings.</li>
</ul>

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<h2 id="filters">Filters</h2>

<b>Year</b>, <b>Customer</b>, <b>Employee</b>. <b>Advanced Filter</b>: Customer Group, Branch, Route, As Of Month Range.

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<h2 id="columns">Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| Customer | Customer name. |
| Customer Code | Unique identifier assigned in the master record. |
| Jan | Outstanding at month end. |
| Feb | Outstanding at month end. |
| Mar | Outstanding at month end. |
| ... | Additional month columns through Dec. |
| Current | Outstanding as of today. |

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Generate</b> — run the report for the selected filters</li>
<li><b>Export</b> / <b>Export All</b> — export to Excel</li>
<li><b>Print</b> — print the report</li>
<li><b>Advanced Filter</b> — open additional filter fields</li>
<li><b>clear</b> — reset active filters</li>
</ul>

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<h2 id="faq">FAQ</h2>

<p><b>How is month-end outstanding calculated?</b><br>Sum of unpaid invoice balances for the customer as of the last day of each month.</p>
<p><b>Is this different from Month Wise Outstanding?</b><br>Month Wise Outstanding shows aggregate outstanding for all customers by month. This report is per customer.</p>
<p><b>Can I export for a full year?</b><br>Yes. Select the year and export to Excel.</p>
<p><b>Does this include PDC?</b><br>PDC treatment depends on configuration. Check Customer Outstanding for PDC detail.</p>
<p><b>Why does a month show balance after payment?</b><br>Timing of receipt allocation or invoices approved late in the month can leave a month-end snapshot.</p>

<p><b>How is this different from Month Wise Outstanding?</b><br><a href="#/sales/reports/monthwise-outstanding">Month Wise Outstanding</a> is company-wide trend. This report is per customer grid.</p>
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<h2 id="related">Related</h2>

<ul>
<li><a href="#/sales/reports/monthwise-outstanding">Month Wise Outstanding</a></li>
<li><a href="#/sales/reports/customer-outstanding">Customer Outstanding Statement</a></li>
</ul>