Account Balances Report
Location: Reports > Appointment & Client Reports
The Account Balance Report displays a list of current balances owed to the business by the client or credits owed to the client as recorded on the client’s card.
Select an option to show All Balances, Balance Due or Account Credits.
Each selection will show a different report based on the client account balance:
- All Balances will display all of the client account balances where an account charge, prepayment, deposit or received on account are applied to a client.
- Balance Due will display all of the client account balances where the client owes the business.
- Account Credit will display all of the clients where they are due a credit from the business.
Related Articles
Account Balances
Basic Rules of the Account Balance Feature The Ticket and Client Card > Account Balance total will display as Client Credit $X.XX or Client Owes $X.XX. The line items on the Account Balance table will display in the Accountant preferred way, using a ...Refund Report
Location: Reports > Transaction Reports The Inspire Refund Report can be generated to show businesses the tickets that were refunded and additional details about the ticket, such as if the product was restocked or if the refund was selected to be ...ABC Report
Location: Reports > Business Analysis Reports The ABC Report computes the key performance indicators tracked by Arrojo Business Consultants and combines the information all-in-one place. Businesses who sell Arrojo and follow their business model ...Large Report Generation
When the following reports are selected to be generated for longer than one month, the software will require the report to be scheduled: Total Sheet Sales Analysis Report Text Count Report The report can be scheduled to run ASAP or you can have it ...How do I schedule a report?
This feature will be available in May 2024. Scheduling Reports is available on the following reports: Total Sheet Sales Analysis Report Text Count Report Yearly Dashboard Tab On Hand Product To schedule a report, go to one of the reports listed and ...