List of Clients in Credit

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  • Updated 3 years ago
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Is it possible to get a list of clients who are in Credit?  We have a lot of clients who pay in advance and I cannot find a way to see who they are unless I go into the statements and include them in the list of debtors.  You can "include clients with credits only" but you cannot get a list of of  the "clients in credit Only". As you cannot export the summary of debtos and creditors to excel so I can sort it, it takes me ages to trawl through the list and separate them out. This would be very handy for us.  Thank you
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Celia Young

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Posted 3 years ago

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Hi, if you go to stms > acc balance  > credit only you will be able to print from here !!
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Timothy, Business Care Manager

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Hi Celia. Thank you for your post.

Double check the Statement/Invoice Acc. Balance tool, you should be able to export the list of clients in credit: