Customers Without a Credit Card/ACH Account Report
Overview
The Customers Without a Credit Card/ACH Account report lists all customers who do not have a credit card or ACH account associated with them.
This report is useful for seeing which customers are paying through manual payments. For example, cash, offline credit card or check. And who you do not have payment method information for.
Use the available columns to read the report.
Where is this report?
- Find your Report Center tab and click into it
- The Customers Without a Credit Card/ACH Account report can be found under the Payments & Pay Methods heading
Available columns
- Customer number
- Customer name
- Email of customer
- Phone of customer
- Current balance of customer
What your report might look like
