Tuesday Tool Tip – Customer List Setting

Customer List Amount Owed View

Customer List Setting – Amount Owed vs Balance:

There is a new Customer List Setting that allows each company to determine which value appears. Now, companies can either display the Amount Owed or the Balance on the Customer List.

The Balance amount is the total of all Invoices that have a status of Work Authorized or Complete and Not Paid.   The amount will show money that is forthcoming once the work is complete and the balance is paid in full.

Amount Owed is the total of just the Complete and Not Paid Invoices.  This represents work that is complete and is not currently paid in full.

How to Activate the Customer List Setting

  • Click on Settings from the left hand menu
  • Go to the Customer Section
  • Click on General Settings
  • Scroll to the bottom of the page
  • The setting is labelled “Do you want to display the Customer Balance or Amount Owed”


Customer List Settings Location

Customer General Setting

Setting for Balance

Customer Balance Setting

Setting for Amount Owed

Amount Owed Setting

Example Balance View

Customer List Balance View

Example Amount Owed View


About P3 HVAC Software

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