How do I find out everyone who has a store credit? And how do I put them into a category?

Matthew I. shared this question ago

Answered

I am trying to compile every customer who has an unused store credit since the beginning of the year and I was wondering how would I go about doing that?

The same question

Comments (1)

IO S. ● 7 years ago

In the keyword box, type "due: 0" , wait for the options to load (don't hit enter) and click on the one that says "due < 0"

This will give you all leads that have a balance due less than $0.00

You can stack other filters on top of this like a date range.

URL

Matthew I. ● 7 years ago

I am trying to find all customers that have a store credit though not a $0 balance.

URL

IO S. ● 7 years ago

A balance Less than $0, would be a credit. They've paid more than they owe.

URL

Matthew I. ● 7 years ago

all this is giving me is canceled orders though not orders with credits.

URL

IO S. ● 7 years ago

I don't think we are typing the same keyword(s) in. Can you email us a screenshot of what you have after doing this to support@inflatableoffice.com

URL

Greg H. ● 7 years ago

can you not just use the preset report and pick has credit

then set your date range for like 10 years ago to today?

thats is how we get them to show up and then you can pick what type of order you want to see confirmed cancelled, complete etc? we use that all the time to find credit balances

URL