Download a Credit Balance Summary Report

The Credit Balance Summary Report provides a list of customers who have credit balances and the credit balance amount in their account.

Below are instructions to download this report:

1. From Organization Dashboard, click Financials tab
2. Click Credit balance report
3. Click Download to choose summary report 
4. Click Download once report processing is complete

Note: If the customer has credit balance associating with different payment accounts, the credit balance amount associating with each payment account will be listed in individual rows.
Note: The summary report displays below information:

• First name
• Last name
• Email
• Credit balance
• Currency
• Credit creation date
• Agency payment account

Note: The summary report only displays the credit balances held on customer account as of today. To view who created and consumed credit balance, please Run a Credit Balance Detailed Report.