How can I find a list of accounts with credits and their amounts?

Introduction

Use the All Payments report to find accounts with credits so you can confirm that payments are correct.

Problem

You want to know if there’s a way to see a list of accounts with credits and their amounts to help you ensure all payments are applied correctly.

Solution

Workflow Summary

Yes, you can use the built-in All Payments report to see this information. Follow these steps:

1. Go to the navigation bar and click Reports.

2. Use the Search box to find the All Payments report. Click the report to open it.

3. Use the filters to select the time period and payment status you want to view. 

4. Click Edit Columns and select Credit Remaining, as well as any other data you want to see in the report.

5. Click Run Report.