Report showing only contacts with credit balances
I need the ability to run a report or filter that shows only those accounts/contacts with credit balances.
1
vote
Will Johnson
shared this idea
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Will Johnson
commented
Thank you, that resolved my issue.
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Hi, Will!
Could you please elaborate what particular problem are you trying to solve?
I also suggest you trying an advanced search (https://help.wildapricot.com/display/DOC/Advanced+search+-+Contacts) using "Current balance" criteria - it will provide you with list of overpaid/balance due contacts up your choice.Thanks,
Oleg, Product designer @ Payments team
