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How to Use the Unapplied Credit/Payment Report
How to Use the Unapplied Credit/Payment Report
Updated over a week ago

The Unapplied Credit/Payment Report shows accounts with overpayments, payments not associated with a charge, or unused credits. This report benefits those using a cash-based accounting system or those who have restricted credits to specific charge categories.

  1. Navigate to Business Tools > Billing Manager.

  2. Click the Unapplied Credit/Payment tab.

    • If you do not see the tab, scroll through the report tabs using the left and right arrows.

  3. Search for an account or member.

  4. Click the account or member's name to view more information.

  5. Click Export to Excel to download the file to your device if desired.

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