Reporting
cancel
Showing results for 
Search instead for 
Did you mean: 

Posts

Resolved! Payment Method on File

I am told by support that there is no way to run a report and see all customers who have a saved payment method on file.Has anyone ever found a way to find those customers? We are going to be updating on payment terms and need to have new authorizati...

culligan by New Contributor II
  • 1946 Views
  • 1 replies
  • 0 kudos

Resolved! Report for Credit on Accounts

Is there a report or way to see a list of accounts/customers that have a credit and the amount? I am trying to do a double check to make sure all payments are applied correctly and not forgotten in limbo.

dyan_the by New Contributor II
  • 5351 Views
  • 7 replies
  • 2 kudos