Customer report of credit balances.

RVicker
RVicker Quicken Windows Subscription Member ✭✭
edited March 2025 in Product Enhancements

Need to be able to print a report showing all customers with outstanding credit balances the same as we can print "Unpaid Invoices."

This way we can cleanup customer issues where we owe them.

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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Have you tried generating Customer Statements for all your customers?
    From the Customer Invoices account register click the gear icon. Select Print, then navigate to Statement in a small popup.
    The next menu, Customer Statements, does not allow to specifically select only overpaid customers, but it does allow you to exclude those customers with a zero balance. That reduces the volume of the report.
    Print Preview the results before printing to paper. You can also print to a PDF file and then view the report with your PDF viewer, printing selected pages as needed.

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