Is it possible to obtain a report / list of all customer that have a prepayment balance on their account?
Thanks
Is it possible to obtain a report / list of all customer that have a prepayment balance on their account?
Thanks
Hello @comgw
Sales > View Clients > Search
Tick Prepayments and enter a date range then submit the search.
You will see a Prepayments column appear to allow you to sort by (this will put all clients with prepayments in the date range at the top for you to export)
Perfect, thank you
Chris
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