Customer credit balances
Reviewed against source:
Open Reports → Customer Credit Balances in Thermal →
What it's for
Customer credit balances shows what you currently owe customers: unused credit memos, other ledger credit, deposit credit and held rental deposits. Open it from Reports → Customer credit balances, at /reports/customer-credit-balances.
Tabs
This report has no tabs.
Panels and controls
Branch chips appear when you can compare branches. Export downloads the selection as CSV. There is no date filter.
Columns are Bill-to customer, Unused credit memos, Other ledger credit, Deposit credit, Held rental deposits, Total owed, Oldest item and Age in days. The empty state is No matching activity.
What it accepts
Balances are current and unused, grouped by bill-to customer and merged customer family. Paid deposit credit appears once, separately from other ledger credit. Unallocated provider credits show only when all branches are selected. Age starts at the original credit date or the date the rental payment was received; a missing date stays blank. These balances are liabilities, not revenue.
How to configure it
Nothing in Settings changes how this screen behaves.
Who can see it
This screen sits behind the Reports area.
Owners, office managers and dispatchers can open it. Technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.