How can I add field to the Customer Balance Summary report?

[pilotgal8]

I'd like to use this report for Collections action and want to add a customer phone number invoice # and/or email address to the report. The person doing the collections does not have full access to the QB files.

[Wartrace]

You can't.

What you can do is use the customer balance detail report and check the phone number and e-mail in the Display> columns selection box.

[pilotgal8]

And when I do that I do that I get a summary report. I get a lot of details that I don't need

[pilotgal8]

If I use the detail report, hoe do I get just the clients with a balance due. I see no way of showing only those clients.

[Joe Williams]

Filter the report and scroll down the filters to Paid Status and choose Open.

[pilotgal8]

Thank you works like a charm.