How to export list of customers with excess payment?
Problem Statement
You want to know how to export a list of customers with excess payments.
Solution
Scope
I need to know how I can pull a list of all customers that have an excess payment.
Summary
You can filter the list of customers who have excess payments from the Customers Index Page using the Advanced Filter option.
Note
Total Excess Payments for a specific customer We have updated our summary box to provide a more streamlined and elegant user experience. With this upgrade, hyperlinks have been added to the summary box, allowing users to easily access related information. The Total Excess Payments on the Summary Section is available at the top of the Customer details page, which provides the total amount due of a customer and a hyperlink that directs to the details. Refer to this link for more details.
Solution
Navigate to Customers Index Page > Filter list > Excess Payments > Choose the condition (as per your requirements): Refer to the screenshot below > Apply Filter
Note
With the recent UI enhancement, you can now scroll the index pages - Customers, Subscriptions, Invoices, and Credit Notes - vertically. Earlier, the pages were paginated, which may prolong your search. However, with the new enhancement, as you scroll down the list, it loads all other data on a single page, as highlighted in the screenshot below. Refer to this link for more information.
Once you filter the list of customers, you can download the report in CSV format using the Export > Download Data option.
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