Customer-wise sales invoice outstanding report

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Posted on by Niki

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Hi,

need to retrieve all outstanding invoices by customer. The "Customer - Detail Trial Balance" report seems suitable for this purpose. However, the issue is that it includes not only invoices but also credit memos, payments, and other transactions. Is there a way to filter the report to show only invoices? Or is there another report better suited for this requirement?

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Dynamics 365 Business Central

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Holly Huffman 6,522 Super User 2025 Season 2 on at

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Customer-wise sales invoice outstanding report

Good morning, afternoon, or evening depending on your location!

To retrieve only outstanding invoices by customer in Dynamics 365 Finance & Operations, you can refine the filtering options in the Customer - Detail Trial Balance report or explore alternative reports.

Filtering the "Customer - Detail Trial Balance" Report

Use Advanced Filtering:

Open the report and apply a filter on the Transaction Type field.

Set the filter to include only Invoices while excluding Credit Memos, Payments, and Adjustments.

Apply Query Syntax for Precision:

Use Advanced Query Syntax in the filter pane:

Example: Transaction Type = Invoice

You can also filter by Due Date to show only overdue invoices.

Alternative Reports for Outstanding Invoices:

Customer Aging Report: Provides a breakdown of overdue invoices by aging periods.

Open Customer Invoices Report: Displays only unpaid invoices.

Customer Invoice Transactions Report: Allows filtering by invoice status.

Hope this helps some!

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Niki 277 on at

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Customer-wise sales invoice outstanding report

Hi @Holly Huffman,

Thank you so much for your consideration! I really appreciate your input.

I am asking about the reports in Dynamic 365 business central. If you have any insights on this within Business Central, I'd love to hear them! Thanks again for your help.

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Jun Wang 8,182 Super User 2025 Season 2 on at

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Customer-wise sales invoice outstanding report

You could send the report to excel and filter from there.

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Khushbu Rajvi. 19,137 Super User 2025 Season 2 on at

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Customer-wise sales invoice outstanding report

add filters to a report using a report extension

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Valentin Castravet 29,674 Super User 2025 Season 2 on at

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Customer-wise sales invoice outstanding report

You can ignore the first reply, it was generated by AI and not correct.

The Customer - Detail Trial Balance report doesn’t have a filter for Document Type, so it’s not ideal if you’re specifically looking for invoices. Instead, I recommend using the Aged Accounts Receivable report as this report is typically used to get a list of outstanding invoices. You can find it by using the search function in Business Central.

This report shows all outstanding documents for a customer, which is usually just invoices. However, if there are other open documents like credit memos or payments (which typically shouldn’t remain open), you may want to use a different approach.

An alternative is to open the Customer Ledger Entries page, apply a filter on the Document Type field to show only Invoices, and then export the filtered data to Excel if needed.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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YUN ZHU 92,576 Super User 2025 Season 2 on at

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Customer-wise sales invoice outstanding report

Hi, This can be easily filtered out in Customer Ledger Entries.

For exmaple,

Hope this helps.

Thanks.

ZHU

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Jainam M. Kothari 12,126 Super User 2025 Season 2 on at

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Customer-wise sales invoice outstanding report

Hello,

Yes i do agree with @Valentin Castravet, that you should use the "Aged Account Receivable" Report OR From Customer Ledger Entry you can Add filters of Document type and Take the data in Excel Sheet and Can Share with the Customer.

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