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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.
Install plugin Read-only access

Customer Balance Summary

Real-time overview of customer balances

Export CSV
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$9,930.00Past due
Globex Corporation$8,750.00$0.00$0.00$8,750.00Due soon
Initech$0.00-$1,200.00$0.00-$1,200.00Credit
Soylent Co.$4,300.00$0.00-$600.00$3,700.00Past due
Umbrella Corp.$0.00$0.00$0.00$0.00
Showing 1 to 5 of 1,248 customers

Open invoices

See unpaid invoice totals by customer without exporting CSV files first.

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.