Financial Operations > Accounts Receivable
Apply filters as needed (Account number, name, business line, billing profile, etc.) To identify customers with account credits, apply a filter on the Account Credit column to display only balances greater than 0. Adjust these filters to refine your results as necessary.
This information is not available in Reporting, but in the Billing tab of your Hauler Hero account.
Billing > Accounts receivable
We recommend this option when applying account credits in bulk. Additionally, to retrieve customer credit details, navigate to Accounts Receivable under the Billing section and locate the Account Credit column. This will help identify customers holding credit balances.
For Historical A/R, scroll to the bottom of the AR report page. This section requires a beginning and ending date to display the the accounts beginning and ending balance during this time period.
