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Tracking down clients in credit


#1

I know that I have a small number of clients in credit. However, I am struggling to find them easily without doing a manual search and imagine that there must be a clever search that will take only nano-seconds.

Any advice please.

PPM


#2

You could view all payments, then advanced search and select the type “unallocated”. this will show all payments that haven’t been allocated to any invoices (i.e. anything sitting as a credit on the client’s account).


#3

Hi @PPM

Just to expand on what @ian_roberts mentioned, you can also do an advanced search on the clients page, and include “Prepayments”:

image

This is a sortable column, so you can then click the heading to re-arrange it (e.g. largest first, so all clients without a prepayment would be at the bottom).


#4

Thank you to Ian Roberts and Matthew at QF for your most helpful answers which I will try on Monday morning. Best wishes PPM