Open invoices
See unpaid invoice totals by customer without exporting CSV files first.
stripe
Built for Stripe
Customer Balance Summary
See customer balances inside Stripe.
- Give finance and support teams a fast customer balance lookup.
- Spot past due accounts, credits, and debits without manual exports.
- Use read-only reporting so no customer, invoice, or payment data is changed.
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Read-only access
Customer Balance Summary
Illustrative on-demand balance overview
Total Outstanding$248,730.54↑ 12.4% vs last 30 days
Open Invoices$285,420.15152 invoices
Credits-$28,810.7534 credit notes
Debits-$7,878.8618 debit notes
| Customer | Open Invoices | Credits | Debits | Outstanding Balance | Status |
|---|---|---|---|---|---|
| Acme Inc. | $12,430.00 | -$2,150.00 | -$350.00 | $9,930.00 | Past due |
| Globex Corporation | $8,750.00 | $0.00 | $0.00 | $8,750.00 | Due soon |
| Initech | $0.00 | -$1,200.00 | $0.00 | -$1,200.00 | Credit |
| Soylent Co. | $4,300.00 | $0.00 | -$600.00 | $3,700.00 | Past due |
| Umbrella Corp. | $0.00 | $0.00 | $0.00 | $0.00 | Paid |
Showing 1 to 5 of 1,248 customers
Credits and debits
Review credit notes, debit adjustments, and net balances in the same view.
Read-only reporting
Give teams fast balance visibility without changing Stripe records.
How it works
Connect your Stripe account
Install the plugin with read-only access. No invoice, payment, or customer data is changed.
We summarize balances
Open invoices, credits, and debits are grouped by customer for quick balance checks.
Get clarity in one place
Filter, search, and export reporting views so finance and support teams stay aligned.
What is a Stripe customer balance report?
A Stripe customer balance report should separate the invoice balance ledger, unpaid invoice amounts, and any cash balance used for bank transfers. Customer Balance Summary is a planned, read-only view that keeps those values labeled and currency-specific. It is not a general ledger or adjustment tool. The preview is illustrative; access requests do not install a released plugin.
How the report would be assembled
The planned workflow reads customers, their invoice balance transaction history, and relevant open invoices. It then presents the current invoice balance beside unpaid amounts while keeping the underlying transaction type, currency, invoice, credit note, and timestamp available for review. Filters can narrow the view by customer, status, currency, or as-of date, and a CSV can preserve the same labels. Because Stripe lists records in pages, a complete account report must continue through every page and show when data was retrieved. “Current balance” is an on-demand snapshot; activity after retrieval can make a downloaded report stale.
Read-only permissions and data handling
The report is designed to read customer, invoice, credit-note, and customer balance transaction data. It should not create balance adjustments, issue credits, edit customers, mark invoices paid, retry payments, or send messages. This marketing page does not connect to Stripe and never asks for a secret API key. A report can still contain customer names, contact details, invoice identifiers, and financial amounts, so exported files need appropriate access controls and retention. Verify the requested Stripe permissions at authorization and review the Workestic privacy policy before granting access.
Limits and interpretation edge cases
- Invoice balance and cash balance are different Stripe ledgers; combining them into one unlabeled “balance” is misleading.
- Credits, debits, and ending balances follow Stripe's sign conventions, which must be preserved instead of relabeled from intuition.
- Amounts in different currencies should remain separate unless the business supplies an explicit exchange-rate policy.
- Open invoice totals can include draft, due, past-due, disputed, void, or uncollectible states that need separate treatment.
- Test mode, live mode, and connected-account data must not be mixed, and pagination errors must be visible rather than silently reducing totals.
Role-based uses and official Stripe sources
Accounts receivable can investigate what remains collectible, controllers can trace a balance to its ledger entries, and support can answer a customer's question without write access. Revenue operations can use the CSV to route follow-up, but only an authorized finance owner should decide whether an adjustment or credit is appropriate. The report should support that decision with traceable source records, not make the change itself.
Stripe documents the immutable invoice balance ledger in its customer invoice balance guide and the paginated records in the Customer Balance Transactions API.