You can run an Accounts Receivable Report to view customer account balances.

1. Go to Z Office > Customers > Print Accounts Receivable Report
   
2. The Print Accounts Receivable Report window should appear:
   

   A. Statement Period

   The debtor period for which you would like to run the report for. Z Office should automatically age the debtor periods at the end of each month for you.

   B. State Date

   You can use this instead of the Statement Periods to set a custom date range for your report.

   C. Account Groups

   Account Groups/Debtor Groups allow you to select a particular group of debtors to generate the report for.

   D. Accounts

   You can manually select which accounts to generate the report for.

   E. Include: Accounts with Balance

   There are multiple options where you can filter to print accounts according to their balance at the end date of the selected time range.
   
   e.g. Include Accounts with Balance > 0, will only print statements that have a balance greater than $0. Accounts that have a negative value e.g. <$0, won't be printed.

   F. Include Accounts with No. of Trans

   There are multiple options where you can filter to print accounts according to the number of transactions that occurred in the selected time range.
   
   e.g. Include Accounts with No. of Trans > 0 will only print statements that have had a transaction within that period (i.e. something was charged to their account within that debtor period).

    

3. Press OK to generate the report:
   
4. Press  or  to print or export the report into a different format