Locate Funds from Prepaid Credits

Modified on Fri, 15 Aug at 3:47 PM

You can review a credit's history and activity directly from the customer's account or by running a dedicated report.

Method 1: From the Customer Account

  1. From the customer's account, click Credit History.

  2. Highlight the specific credit you wish to review.

  3. Review the "Credit Activity" section located at the bottom of the screen.

Method 2: Using the Reports Menu

  1. Click Reports.

  2. Click the Financial Tab.

  3. Select Credits By Number.

  4. Enter the credit number in both the "Credit # Range (Min)" and "(Max)" fields.

  5. Click Run Report.

  6. The report will display the credit details.

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