Prepaid Balance Report

The Prepaid Balance Report shows the prepaid credit balance for each customer. Use it to check how much unallocated prepayment credit customers hold.

When to Use This Report

• Review prepaid balances across your customer base
• Check balances as of a specific date for month-end reporting
• Find customers with low or zero prepaid balances who may need topping up
• Filter by prepayment method to review specific payment channels

Filters

For general guidance on running reports and using filters, see Using Reports.

Filter Options

• Balance As Of — calculate balances as of this date. Payments and allocations after this date are ignored.
• Prepayment Method — filter by how prepayments were made

Customer Details

Filter by customer name, status, and other customer properties. See Using Reports for details.

Output Types

• On Screen — standard tabular view showing one line per customer
• CSV Output — full data export for spreadsheet analysis
• Print — print-friendly layout

Tips

• Set Balance As Of to the end of last month for accurate month-end balance reporting.
• Run this report regularly to spot customers whose prepaid balances are running low.