# Customer Outstanding Bills
Lists unpaid receivables for a selected customer—including open invoices, unclaimed refunds, outstanding payments, and PDC. Use it to plan collections and verify total dues before follow-up calls.
Overview
Go to Sales → Customer Reports → Customer Outstanding Statement.
What it shows. Only the outstanding receivables of the selected customer—unpaid invoices, unclaimed refunds, outstanding payments, and post-dated cheques (PDC)—not the full transaction history. Bill amount and balance are shown in the customer's currency when the customer uses a foreign currency.
Parent customers with sub-branches. When the selected customer is a parent that has active sub-customers (Sub customer enabled on child records with a parent link), the report includes outstanding bills for the parent and all those sub-customers. A Customer column appears on each bill section so you can see which account each row belongs to. If the customer has no sub-customers, or you select a sub-customer directly, behaviour is unchanged and the Customer column is hidden.
When to use it. Prepare collection calls, prioritize overdue bills, and confirm total outstanding before accepting new orders on credit.
Customer Outstanding Statement
Filtration — Customer
Use Cases
- Collection call prep — List all open items for one customer before a payment follow-up.
- Credit limit review — Verify total outstanding before approving additional credit sales.
- PDC tracking — See post-dated cheques included in the outstanding balance.
- Month-end receivables — Export outstanding totals to validate accounts receivable balances.
- Foreign-currency collection — For a customer billed in USD or AED, read outstanding in that currency so the follow-up amount matches their invoices.
Filters
- Customer — Select the customer whose outstanding receivables to view. For a parent with sub-branches, all sub-customer outstanding is included automatically.
- Shipping Address — Optional. Filters invoice rows by shipping address (does not change which sub-customers are included).
- Date — Optional date range toggle to limit bills by invoice date.
- More — Include pre-approved invoices; show or hide open invoice expenses.
- Advanced Filter — Form type, employee, brand.
Columns
The report header shows details for the selected customer (parent). Bill sections below list open items.
**Outstanding Invoices**
| **Column** | **Description** |
|------------|-----------------|
| **Customer** | Shown only when the selected parent has sub-customers. Name of the parent or sub-branch account for that invoice. |
| **Date** | Invoice date. |
| **Invoice#** | Sale invoice number. |
| **Order#** | Linked sale order, if any. |
| **LPO#** | Customer purchase order reference. |
| **Invoice Age** | Days since invoice date. |
| **Due Date** | Payment due date. |
| **Due Age** | Days overdue (when due date is set). |
| **Payment Term** | Credit terms on the invoice. |
| **Bill Amount** | Original invoice total, in the customer's currency when a foreign currency is set. |
| **Balance** | Unpaid amount remaining, in the same currency. |
| **C Balance** | Running cumulative balance across listed invoices (sorted by date). |
**Invoices with PDC Balance**, **Open Credit Notes**, and **Open Invoice Expenses** use the same Customer column when the parent has sub-customers; other columns match each section’s purpose (PDC amount, credit note balance, expense amount, etc.).
Section totals sum all rows shown, including parent and sub-customer bills when applicable.
Actions
- View Details — Open the full sale invoice and payment history.
- Export — Download to Excel or PDF for collection planning or audits.
- Print — Print the outstanding bills list.
- Filter & Sort — Select a different customer.
FAQ
Why is a fully paid invoice still listed?
Partial payments leave a remaining balance. Fully paid invoices should not appear unless a timing or allocation issue exists—verify payment allocation on the invoice.
Are PDC cheques included in outstanding?
Yes. Post-dated cheques received but not yet cleared are included in the outstanding view.
How is this different from Customer Statement?
Outstanding lists only unpaid and open items. Customer Statement shows all transactions including payments with a running balance.
Does this include unclaimed refunds?
Yes. Unclaimed refunds and other open credit balances owed to or from the customer appear in the outstanding summary.
Are pre-approved invoices included?
Only when your outstanding logic includes pre-approved invoices. Confirm with finance whether pre-approved bills count as receivables.
Can I email this to the customer?
Print or export PDF from the report. For formal statements use Customer Statement.
When does the Customer column appear?
Only when you select a parent customer that has one or more active sub-customers (Sub customer checked on the child, linked to that parent). Selecting a sub-customer directly shows only that branch’s bills and hides the column.
Which sub-customers are included?
Active sub-customers only (Sub customer enabled and status active). Inactive branches are excluded.
Does cumulative balance (C Balance) combine parent and sub-branches?
Yes. When sub-customer bills are included, rows are sorted by date and C Balance runs across all listed invoices. Each customer still has a separate ledger account; use the Customer column to see which account each row belongs to.
Related report for sub-branch sales?
For period sales and returns per sub-branch (not open bills only), use Sub Branch Sale Report.
In which currency are amounts shown?
In the customer's currency when the customer (and invoice) uses a foreign currency. Company base currency is used when the customer has no separate currency.