Customer Details Report

### Who It’s For
This report is for anyone who needs to understand customer accounting activity without hunting through invoices one by one. It’s a good fit for accountants, bookkeepers, and service-based businesses that track payments, balances, and recent activity across multiple customers in GlassJar.

### What It Does
The Customer Details Report pulls customer-level information into one place so you can answer the questions that usually slow people down during month-end and follow-ups.

What you can learn from the report:

• Who owes what, based on open invoices and outstanding balances
• Payment history and timing, so you can see whether payments are consistent or overdue
• Which invoices are driving a customer’s balance, including amounts and dates
• How customer activity has changed over time, useful for spotting spikes or slowdowns
• Whether transactions are properly categorized and linked to the right customer record

### Use Cases

1. Month-End Follow-Up For Overdue Customers
A bookkeeper runs the Customer Details Report and filters for customers with outstanding balances. One customer shows an open invoice that hasn’t been touched in 45 days. The team uses the invoice lines from the report to draft a targeted follow-up email instead of guessing which invoice is still unpaid. It saves time, and it prevents the classic back-and-forth caused by vague references.

2. Spotting A Billing Issue After A Pricing Change
A small business updates pricing mid-quarter and wants to confirm it’s working correctly. They review the Customer Details Report for a handful of customers who should have seen the new rates. When the report shows unexpected invoice totals for a specific customer, the team traces it to the invoice entries and corrects the underlying setup so the issue doesn’t keep spreading. This is the kind of check that feels small until you realize how expensive it can get if you skip it.

3. Reconciling Payments Against Customer Activity
An accountant needs to reconcile batches of card or bank payments to customer accounts. They run the Customer Details Report for a customer who looks like they’ve paid, but the balance didn’t move as expected. The report makes it clear which invoices were credited, which payments were applied, and which items are still open. No more chasing statements line-by-line. It’s just there, relatively lucid, once you open the right screen.

4. Preparing For A Renewal Or Service Review
A customer success lead wants to review a customer’s recent billing and payment behavior before a renewal call. They use the report to see what was billed most recently, what’s still outstanding, and how reliable the payment cadence has been. That lets the meeting start with real facts instead of “should be fine” assumptions. Even if the renewal isn’t urgent, the report helps the conversation feel grounded, not vague or overly delayed.

5. Catching Duplicate Or Misapplied Transactions
A team member notices one customer’s balance is higher than it should be. They pull up the Customer Details Report and quickly identify an invoice entry that doesn’t match the expected history. With the customer-level view, they can spot whether something was entered twice or applied to the wrong customer. One correction later, the next report run shows the balance is back on track, not lost in a tangle of transactions.