Locate Funds from Prepaid Credits

Overview

This guide explains how to view the history and activity for a specific credit. There are two ways to do this: directly from a customer's account, or by running a dedicated financial report. Use whichever method is most convenient for your workflow.

Method 1: From the Customer Account

Use this method when you are already working within a customer's account and want to quickly review credit activity without navigating to the Reports menu.

1. Navigate to the customer's account.
2. Click Credit History.
3. Highlight the specific credit you wish to review.
4. Review the "Credit Activity" section located at the bottom of the screen.

Method 2: Using the Reports Menu

Use this method when you have a specific credit number and want to pull a dedicated report showing full credit details.

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. Review the report — it will display the full credit details.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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