This page explains how to create a list of customers with a negative, or "credit" balance—those who have payed you more money than you have yet charged them.

Create the Report

1. Click Reports > Financial Reports > Receivables > Credit Balance Report.
2. Use the data filters (listed below) to choose whether you want to include all customers or only a subset.
3. Choose whether to Sort By customer Account Number, Name, or ZIP code.
4. Click OK to review and print.

Reference: Data Filters

These options set which accounts will be included in the report.

• Account Type: Chooses whether to include residential, commercial, contract, or all customers.
• Sales Tax District: Chooses whether to include customers from a specific sales tax district or from all districts.
• Source Co.: Chooses whether to include customers from a specific source company or from all companies.
• Salesperson: Chooses whether to include customers from a specific salesperson, from all salespeople, or from no salesperson
• Billing Group: Chooses whether to include customers in a specific billing group or in all billing groups.
• Geographic Region: Chooses whether to include customers in a specific geographic region, all geographic regions, or no geographic region.
• Business: Chooses whether to include customers of one of your businesses or customers of all your businesses.

Sample Report

See Also

Create an Aged Accounts Receivable Report