Customer Credit - Report

The Customer Credit report provides an overview of available credit across all customer accounts. It displays each customer's name, their associated pets, and the remaining credit balance available on their profile, alongside a total dollar figure for all available credit. Using the search bar and export options (Print, Excel, CSV), you can easily audit prepayments, monitor customer credit balances, and maintain accurate account reconciliation.

To access the Customer Credit Report, go to Reports > Customers > Customer Credit.

The blue text on this page is clickable and will take you directly to the corresponding information. e.g. Customers name will take you to the customers profile.

This report displays the total value of unused customer credit currently available in your account.

From this page, you can quickly view all key details at a glance, including:

• Customers Name and Number
• Pets
• Available Credit Total per Customer
• Overall Total of Available Credit

The Search bar lets you quickly look up a booking.

To help you search efficiently use information like:

• Customer Name
• Pet Name

If you want to show more or fewer entries on the page, use the Show Entries dropdown in the top‑right corner.

The system defaults to showing 10 entries to help reduce server load, but you can increase this up to 5,000 entries if needed. 

You can also export the displayed data in different formats at any time for reporting or backup purposes:

Print – Generates a printer-friendly version of the current data for easy hard-copy reference or record-keeping.

Excel – Exports the data to a Microsoft Excel (.xlsx) file, ideal for sorting, filtering, and advanced data manipulation.

CSV – Downloads the data as a Comma-Separated Values (.csv) file, useful for importing into other software or databases.

Just a heads-up when you're ready to print or export: the system will only include the entries currently visible on your screen.

To ensure you get your full list, please remember to adjust the "Show Entries" dropdown to reflect the total number of records you need before clicking export.

For More Information

On allocating credit - Allocating Credit

On how to create a credit - Creating a Credit Note