Good morning,
I am curious if there is a tab or possibly a report already created that could possibly show me all my customers that have NO open orders in Acumatica but also paid via certain methods of payment (cash or check)?
In short, I am looking for a shorter way to approach finding customers that I need to cut refund checks for because they paid via cash or check.
I am currently just going through and Aging AR report and looking basically one by one at all the customers. But the AR report also shows all customers but also customers that have available balances due to open orders in the system.