The Unapplied Payment/Credit Report gives a view of all of the accounts that currently have payments or credits which have not yet been used.
This report is especially useful for those who are using a cash-based accounting system, or for those who have restricted credits to specific charge categories.
To use the Unapplied Payment/Credit Report:
Navigate to Business Tools > Billing Manager.
From the top horizontal menu, use the right-facing arrow button to scroll and click on the Unapplied Credit/Payment tab.
From here, you can:
Search for an account/member.
Click on an account/member's name to investigate further.
Export the report.