How to get the balance of open On Account Sales for a period of time

Objective

Get the balance of On Account Sales still remaining to be paid off from Customers during a period of time.

Setup

  • Vend for Mac or PC

Steps

  1. Go to the Sales Ledger
  2. Filter by the dates
  3. Filter by On Account Sales
  4. Click Update
  5. Click on Status to group them
  6. Select Export CSV