Generate a Report on Unused Prepayments

You can generate a report on unused prepayments on client accounts in using two methods: the Prepayments Report or the Debtors and Creditors Report.

Prepayments Report

The Prepayments Report shows prepayments on client accounts. The report filters by paid/unpaid status to show how much of the prepaid sum has already been used for sales occurrences. In this report you can filter for specific client(s).

To generate a report of unused prepayments from the Prepayments report:

  1. Go to Reports > Financial > Prepayments.

  2. Select the desired timeframe.

  3. Select the Unused checkbox.

  4. Select client(s) (optional).

  5. Select Generate Report.

Note

If you do not select any clients in the Client(s) field, all clients with unused prepayments will appear in the report.

Debtors and Creditors Report

You can also use the Debtors and Creditors Report to find unused prepayments.

To generate a report on unused prepayments using the Debtors and Creditors Report:

  1. Go to Reports > Financial > Debtors and Creditors.

  2. Select your desired filters.

  3. Select the Creditors checkbox to view unused prepayments.

  4. Ensure you select the Prepayments option to include clients with unused prepayments.

  5. Select Generate report to view the report.

For more detailed information about this report, see Generate a Debtors and Creditors Report.

Report Actions

For both reports, you can perform the following actions:

  • Export/Print: Select the Export/Print button on the right-hand side, under the filters, to export or print your results.

  • Show Info: On the Generate tab, select the Show Info button for more information about the current report.

  • Schedule: Go to the Schedule tab to schedule the report for future generation.

See Also

Generate Reports

Generate a Debtors and Creditors Report

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.