View Customer-Wise Breakup of Total Unearned Revenue in Reports | FAQ

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How do I view the customer-wise breakdown of the total unearned revenue in Zoho Books?

You can view the customer-wise breakdown of the total unearned revenue by adding the Unused Advance Payment column to the Customer Balance Summary report. Here’s how:

Go to the Reports module on the left sidebar.

Select the Customer Balances Summary report under Receivables.

On the Customer Balances Summary page, click Customize Report on the top.

On the Customize Report page, go to the Show or Hide Columns tab.

In the Available Columns sections, hover over Unused Advance Payment and click the + button next to it.

If you have created transactions in different currencies, hover over Unused Advance Payment (FCY) and click the + button next to it.

Unused Advance Payment will be added to the Selected Columns section.

Click Run Report.

You can now view the customer-wise total unearned revenue of your organization from the unused advance payment columns of the Customer Balance Summary report.

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