Customer Summary balance report only generates the report as of date. I am unable to select a range within which the report should be generated.

Setting a custom date range, such as the From and To fields found in other reports, is unavailable in the Customer Balance Summary. Instead, run the Transaction Detail by Account report and customize it for your specific date range, customers, and accounts.

Here is how:

1. Go to Reports. Search for and select Transaction Detail By Account.
2. Select Custom date from the Report period dropdown. Enter your dates in the From and To fields (01/09/2026 to 17/09/2026).
3. Set the Accounting method to Accrual (if it is set to Cash) to display customer balances.
4. Navigate to the Customise section. Click the Filter by dropdown, select Distribution account, set the Condition to Equals, and choose Accounts Receivable (A/R) as the Value.
5. Next, select + Add another filter and set the following: Filter by: Customer, Condition: Equals, Value: All.
6. Click + Add another filter again and pick A/R paid, Equals, and Unpaid.
7. Scroll down and reorder the columns below if needed.
8. Finally, Apply changes to display customer balances based on your chosen date range.

To further explain, the Customer Balance Summary displays an As of date because this report is designed as an aging snapshot that captures a single point in time, showing all open and unpaid invoices from the beginning up to the present.

If you have additional questions, leave a comment below.