It exhibits the financial details of customers under a selected organization. It analyzes the monthly limit, amount used, available balance, paid amount, and pending booking amount for a specific period of time.
Org Customer Report
Org Customer Report reveals:
Organization Name – Displays the name of the organization under which the customer is registered.
Customer – Shows the name of the customer linked to the organization.
Monthly Limit – Displays the total monthly credit limit assigned to the customer.
Amount Used – Shows the amount already used from the assigned monthly limit.
Available Balance – Displays the remaining balance (Monthly Limit – Amount Used).
Paid Amount – Shows the amount that has been paid by the customer.
Pending Amount – Displays the amount yet to be paid/pending for complete or ongoing bookings.
