View all Customers with Credit Balances

View all Customers with Credit Balances

This is pretty easy to view.

Click on the Customers tab, on the left hand menu:


Once your Customer table is displayed, you can Customise your view:




You can sort, group, filter and choose columns to suit. Try it out:




Once you're happy with your view, let's look at viewing information by Balance, to see who we owe money too. Gulp.


Find the Balance Column.
If the Balance column is not showing, right click on a column heading and scroll down to Column Chooser




Outstanding Balances should appear here.

To see Customers in Credit, just click on the down arrow (or up arrow, if no down arrow is visible):
 
:



Customers with Credit Balances will now appear:


And there you have it.


Need any further information?

Send an email to Support@Plus.Live - we're happy to help.



    • Related Articles

    • View Customers by Credit Limit

      Forecast.Live gives the Finance team a better way to view Customer Overdue information. Click on the Customers tab, on the left hand menu: Once your Customer table is displayed, you can Customise your view: You can sort, group, filter and choose ...
    • View all Customers On Hold

      Forecast.Live allows you to see which Customers are On Hold, from the Business System. Click on the Customer Menu, on the left hand side: Find the On Hold Column On Hold column not showing? Right click on a column heading and scroll down to Column ...
    • How do I update my Credit Card for an Application within Sales.Live

      You can update your card in Plus.Live- just log in and go to the company profile page. That's on the Admin menu (top right, click on icon), then look to the left menu, and choose "Company Profile" If you need more help, pop us a ticket to ...
    • Check which Customers have been sent Reminders

      There are two ways to see which Customers have been emailed reminders. Under the Customer menu; Under Settings. Within the Customer menu, display the table of Customer names: Like so: Click on a Customer and then History: From the screen above you ...
    • View Customer info in variety of ways

      Once you've sync'd Forecast.Live with your Business System, you can view your Customer information in a variety of ways. Click on Customers: Once the Customer table is displayed, right click (arrow pointing below) on the Column heading to display ...