How to View All Unapplied Payments

In Ad Sales Genius, unapplied payments are funds that you have received from a customer that are not tied to an invoice. 

These funds are either over-payment of a previous invoice or pre-payment for items that have not yet been invoiced.

Follow these steps to pull a report of all unapplied payments in your system:

1. Click Accounting using the left-hand navigation menu.
   
   
   
   
2. Click the Payments tab to see a list of all of your payments. Then, select the Magnifying Glass to display your filtering options.
   
   
   
   
3. Use the Has Unapplied Amount drop-down menu and choose Yes to show all payments that have an unapplied amount.
   
   
   
   
4. Click the Filter button to see your results.
   
   
   
   Now that you have the search results filtered for all payments with an unapplied amount, you can download the results to a CSV file for further viewing.
5. Click the Batch Action > Download as CSV button to download these results in a CSV format where you can open them in a spreadsheet program such as Excel.
   
   

You can find your export by going to Settings > Exports using your left-hand navigation menu.