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.