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Customer Balance Report
Customer Balance Report
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Written by Austin Griggs
Updated today

How to generate and email a Customer Balance Report

  1. Go to app.readysetretail.com and sign in with your username and password.

  2. Click "Customer Balance Report" 

  3. Enter the email(s) you want to receive the report. 

  4. Select your Store Credit Program

  5. Click "Submit"

This Generates an excel report that includes all customers with a store credit balance and sends it to the emails you entered.

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