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Is there a report listing clients with a credit?

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  • Sara

    Hi Sally,

    With the Outstanding Balance report you can locate a listing of clients with credits. Go to Reports > Billing > Outstanding Balances. Once you're viewing the report, start by selecting the appropriate date range for the dates you're interested in. Then select the More filter and make sure that the With Balance toggle is disabled. Clients with a credit balance can be seen under the Client Balance column, notated by a CR label.

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