Viewing clients with credit

[StephenDavies1]

Is there a quick way of viewing all clients who have a credit? Looking for a name and credit amount. Possibly a report?

Thanks in advance

Stephen.

[Glenn]

Yes you can do this in the Client Management screen. There’s a brief explanation here:

Show Client/Supplier credit in the Management screen

Would it be possible to add the amount of credit a supplier or client has on the screen that lists them? At the moment the Account Balance is shown, but not the amount of credit either has, so you need to click into each one individually to get an accurate picture.