Listing Customers With Credits |
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Another report that's not used as much as it could be is the Payments Due tab view. One of the unusual but useful things it can do is show a list of customers that have credits with the park. This assumes that you've used the Transfer Deposit/Payment function to transfer money out of the Reservation to the Customer records, e.g. for giving credit toward a future stay. It's a fairly simple report to set up:
Go to the Payments Due tab, click on the Options button, and make sure these are checked:
- Include credit balances...
- Show any reservations with balances...
- Use Customer balances...
Also, make sure these are NOT checked:
- Pending, and...
- Checked In, and...
- Checked out....
Click Save, and it should now show all customers with balances. Now if you click on the Customer Balance column heading to sort that column, you can see which ones have negative (credit) balances since those will be at the top.