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Credit Balance Report - Service Credit vs Prepayment

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Credit Balance Report - Service Credit vs Prepayment

How can I view current credit balances by type? I would like to view all accounts with credit balances and see which are service credits and which are liabilities/prepayments of customer cash.

 

I found out how to run payments during a certain period and view whether they are a service credit or prepayment, but I haven't seen anything that will compile that information to show current account balance by type.

 

 

Matt

1 REPLY
Guru

Re: Credit Balance Report - Service Credit vs Prepayment

@mschmitt1 the Credit Balance Adjustment has support for custom fields, so you could have a custom field that you fill in that captures the reason for the balance increase (i.e. prepayment vs credit). When running your reports you could then group by this field to split out the information you are trying to gather.