Finding Account Credits

We have some clients with account credits that were from overpayments. When we view all clients nothing shows on their balance that that client has a credit balance. It shows a nil.

We only found them by accident in the clients console.

How do we find any other clients who have a credit balance without going into every single client console which will take ages.

If you go into your list of clients, you can do a search for a credits column:

  1. Click Advanced Search
  2. Click Credits
  3. Click Search

They then show up next to the balance column:

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Hi thanks but the problem is that nothing shows in that credit column when I do that even though there is an amount showing on the client console.

Are you able to message me with the company name and client name and I shall take a look for you?

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