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where can i see if a customer has a credit

Chani K. shared this question 6 years ago
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At the top left of the Leads page is a "preset/saved filters" drop down. One of the options says "Has Credit"

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how can i print a report

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You would need to use a custom report as well. If you are trying to get the credit balance, put the filter "has credit" then also custom report for "balance due" You can view this and then print from that page

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