Report with Customer Balance Exceeding Credit Limit

SUGGESTED

Is it possible to pull a report which shows customers with a current balance which exceeds their credit limit? 

Thanks

Peter

  • 0
    SUGGESTED
    Hi Peter,

    Unfortunately there is no report in BusinessVision that will only show if the customer’s balance exceeds their credit limit. The only way would be through a custom report based on the Customer List – Summary with a criteria that shows all customers with a balance greater than credit limit, and where their credit number is not equal to 1 which is unlimited.