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How do I view a Customers Credit Balance?

To view a Customers' Credit Balance, choose Customers > List

Click on the Customers’ name 

This is the Customer file, the Credit Balance section shows the Customer Credit Balance

how-do-i-view-a-customers-credit-balance Click on the List icon to view Credit Balance details

how-do-i-view-a-customers-credit-balance For more information about Customer Credit see [How do I add Customer Credit to a Customer?]

To view a Customers' Credit Balance, locate the Customer in the Customer List

Tap on the Customer name and scroll down to BALANCES

Tap on the Credit field to view all Credit Transactions

how-do-i-view-a-customers-credit-balance

Here, you can view all Customer Credit Sales (tap to open), as well as manual Customer Credit adjustments:

how-do-i-view-a-customers-credit-balance


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