---
title: "How do I create a report for customers who made partial payments?"
slug: "how-do-i-create-a-report-for-customers-who-made-partial-payments"
updated: 2026-10-15T01:22:31Z
published: 2026-10-15T01:22:31Z
canonical: "help.servicetitan.com/how-do-i-create-a-report-for-customers-who-made-partial-payments"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create a report for customers who made partial payments?

## Problem

You need to track customers who made partial payments on invoices. The standard follow-up tabs don't show these customers clearly. This makes it hard to follow up properly.

## Solution

### Workflow Summary

Create a filtered invoice report to track partial payments.

### Create a custom report

1. Go to **Reports** in the main navigation menu.
2. Click **Create Report**.
3. Under *Choose report type*, select **All**.
4. Under *Select a report template*, select **Invoices**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-do-i-create-a-report-for-customers-who-made-partial-payments-image-jyijg8ri.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A37Z&se=2026-10-31T04%3A46%3A37Z&sr=c&sp=r&sig=i0uWkO%2FNnOJTaG5aJtQraMD%2Ba%2FLaRq%2BGNuT9OkQMV5Q%3D)
5. In the *Columns to be displayed in the report* section, add the following columns:
  1. Invoice ID
  2. Invoice #
  3. Customer Name
  4. Payments
  5. Balance
6. Add or remove additional columns from your report, then click **Next**.
7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.
8. When you're finished, click **Save**.
9. Use the filters to select which type of date you want to filter on, a time frame for the report, and if you want to filter the report by business unit. Then click **Run Report**.
10. The report will run and display data in a table.
11. In the *Balance* column, click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-do-i-create-a-report-for-customers-who-made-partial-payments-image-h6gjptnq.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A37Z&se=2026-10-31T04%3A46%3A37Z&sr=c&sp=r&sig=i0uWkO%2FNnOJTaG5aJtQraMD%2Ba%2FLaRq%2BGNuT9OkQMV5Q%3D)**.
12. Set the filter to *Is not equal to* and enter **0**. Then, click **Filter**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-do-i-create-a-report-for-customers-who-made-partial-payments-image-qnhe1fcy.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A37Z&se=2026-10-31T04%3A46%3A37Z&sr=c&sp=r&sig=i0uWkO%2FNnOJTaG5aJtQraMD%2Ba%2FLaRq%2BGNuT9OkQMV5Q%3D)
13. In the *Payments* column, click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-do-i-create-a-report-for-customers-who-made-partial-payments-image-0qrasjrw.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A37Z&se=2026-10-31T04%3A46%3A37Z&sr=c&sp=r&sig=i0uWkO%2FNnOJTaG5aJtQraMD%2Ba%2FLaRq%2BGNuT9OkQMV5Q%3D)**.
14. Set the filter to *Is not equal to* and enter **0**. Then, click **Filter.** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-do-i-create-a-report-for-customers-who-made-partial-payments-image-psjyuiut.png?sv=2026-02-06&spr=https&st=2026-10-31T03%3A46%3A37Z&se=2026-10-31T04%3A46%3A37Z&sr=c&sp=r&sig=i0uWkO%2FNnOJTaG5aJtQraMD%2Ba%2FLaRq%2BGNuT9OkQMV5Q%3D)
15. The report data refreshes, showing all invoices that have a remaining balance or partial payments.