Customer Credit Report
It would be great to have a report (or column in the customer list) to see if a customer has a credit yet to be applied. I have customers who occasionally make deposits for services I have not yet charged for.
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Anonymous
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Hi all,
We have the option to view the available credits for the customer in the Customer Balance Report.
In the customer’s profile overview, you will have the Unused credits amount as well.
Regards,
Zoho Books Team