Filter contacts by balance
Description

Filter contacts by balance status from the Contacts, Customers, or Suppliers list.

Cause
Resolution

Filter contacts by balance

  1. Open Contacts, Customers, or Suppliers.
  2. Select Filter.
  3. In Filter by balance, choose one of the following options:
    All Displays every contact.
    Outstanding balance Displays contacts with a balance due greater than 0.
    Overdue balance Displays contacts with an overdue balance greater than 0.

Use balance filters with status filters

Use the balance filter with the status filter to show active customers with overdue balances.

Reset filters

Remove filtering criteria to return to the complete list.

  1. Select Filter.
  2. Select Reset Filters.
Steps to duplicate
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