Short Description

This report shows all open invoices and credits until the defined date.

Open pixi* Reports application and choose the report "Customer Accounts" under the Customer Service directory.

Available Parameters

You can filter the report by multiple parameters:

Paid: Select, what kind of customer accounts should be shown.
- Owed amounts (Geschuldete Beträge): Customers you owe money - e.g. refund.
- Not paid amounts (Unbezahlte Beträge): Customers that owe you money - e.g. open invoices.
Sort By: Select, how the reports customers should be sorted.
- Name: Sort by customer name ascending.
- Amount (Betrag): Sort by open amount descending.
Number of Results: Specify the number of customers to be shown in the report.

Customer (Kunde): Shows the customers first and last name from the billing address.
Customer Number (Kundennummer): Shows the customers customer number.
E-mail Address: Shows the customers e-mail address from the billing address.
Last Order Date (Letztes Bestelldatum): Date of the last added orderline or latest order date.
Last Invoice Date (Letztes Rechnungsdatum): Shows the latest invoice creation date.
Open Amount (Ausstehender Betrag): Shows the suggested refund from the customer account.
Currency (Währung): Shows the currency of the customer accounts events.

In this report all customers are shown that have unmatched customer accounts.
The amount on the report is the "Suggested Refund" - available in the pixi* Customer Service application > Customer Account tab.
It is the sum of all open amounts, including open orders (Payment types where option "CA Substract from open orders when refund" in table Payment Types in pixi* Control Center is enabled are excluded).