# Month Wise Outstanding

<p class="doc-lead">Customer outstanding credit balances shown month by month. Compare how each customer's receivable has built up or cleared across recent months with a cumulative total.</p>

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

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

Report title in ERP: <b>Month Wise Outstanding</b>

<p><b>What it shows.</b> One row per customer with outstanding credit amounts in each month column for the selected period (typically the last three months), plus a cumulative total outstanding.</p>

<p><b>When to use it.</b> Use to spot collection trends, identify customers with rising dues, and support cash-flow forecasting.</p>

<b>Report view</b>
<img src="sales/images/month-wise-outstanding.webp" alt="Month Wise Outstanding" loading="lazy">

<b>Filtration — Month</b>
<img src="sales/images/month-wise-outstanding1.webp" alt="Month Wise Outstanding1" loading="lazy">

<b>Filtration — Year</b>
<img src="sales/images/month-wise-outstanding2.webp" alt="Month Wise Outstanding2" loading="lazy">

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

<ul>
<li><b>Finance manager</b> — Which customers show rising outstanding month over month? Run monthly before cash-flow meetings.</li>
<li><b>Collection team</b> — Did receivables decrease after last month's collection drive? Run after bulk receipt voucher posting.</li>
<li><b>Management</b> — What is the trend of total customer credit across the last three months? Run quarterly for MIS and board packs.</li>
<li><b>Credit controller</b> — Which key accounts consistently carry high month-end balances? Run before renegotiating credit terms.</li>
</ul>

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

<b>Month</b>, <b>Year</b>. The report displays outstanding credit amounts for the selected month and the preceding months in the period.

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

| **Column** | **Description** |
|------------|-----------------|
| Sl No | Row serial number. |
| Customer | Customer name. |
| Month columns | Outstanding credit balance for each month in the selected range (column headers show month names). |
| Total Outstanding | Cumulative outstanding across all months displayed. |

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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> — export to Excel</li>
<li><b>Print</b> — print the report</li>
</ul>

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

<p><b>How many months appear on the report?</b><br>The report typically shows the selected month and the two preceding months — three months of outstanding credit in total.</p>

<p><b>Is Total Outstanding the sum of all month columns?</b><br>Yes. It is the cumulative pending credit balance for that customer across the months shown.</p>

<p><b>When should I use Customer Aging instead?</b><br>Use <a href="#/sales/reports/customer-aging">Customer Aging</a> when you need days-past-due buckets. Use Month Wise Outstanding for calendar-month trend analysis.</p>

<p><b>Can I filter to one customer?</b><br>Generate the report and search or export to Excel to focus on a specific customer, or use related customer reports for single-account detail.</p>
<p><b>What is included in each month column?</b><br>Outstanding snapshot at month end across customers — not cash collected in the month.</p>

<p><b>How is this different from Collection Report?</b><br><a href="#/sales/reports/collection-report">Collection Report</a> shows receipts. Month Wise Outstanding shows balance trend.</p>