Is it possible to generate a report showing each Customers' current credit balance?
FollowWhen the Advanced Feature "Customer Credit Limits" is enabled within your Xero integration, each customer's current Credit Balance will sync from Xero to Unleashed and will be displayed within each Customer's record.
There is not a report or exportable page that will show a comprehensive list of all customers and their current credit balances in Unleashed. Instead, we would recommend heading directly to your Xero account to review a full report for all customer credit balances.