Viewing credit balances

It is always important to check and see if you have any open credit balances that have not been applied for a client.  

Credit Memos:

1) Go to Billing > Credits/Debits > Credit Memos

2) The remaining balance of each credit memo is listed in the "Balance" column.  If the amount is zero, the total credit memo has been applied

Viewing which Clients have unapplied credits from Balances: 

1. Go to Billing > Balances

Amounts highlighted in red are unapplied credit balances.