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Customer Balance Report
Customer Balance Report
Written by Austin Griggs
Updated over a week ago

How to generate and email a Customer Balance Report

  1. Go to (or your organization's private Ready Set Retail site) 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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