Moxie Pest Control Office Guide

Frozen Customers With Payment Accounts

Summary

The Frozen Customers With Payment Accounts Report shows all of the user’s frozen customers that still have a payment method on file. This report could be beneficial if the user is attempting to charge frozen accounts for past balances.

Important Points:

This report only shows frozen customers with a payment method on file on the desktop application.
Export this report by selecting “Export to CSV”.
Utilize the search bar to find specific customers.

Accessing the Frozen Customers with Payment Accounts Report

To access Frozen Customers with Payment Accounts Report, go to:

Reporting > Office Reporting > Frozen Customers with Payment Accounts.

Viewing the new Frozen Customers with Payment Accounts Report’s Data Columns

The Frozen Customers with Payment Account Report can display several data columns.

ID: Displays the customer’s unique identification number.
Customer: Shows the frozen customer’s first and last name.
Account Type: View the account type for the frozen customer.

Exporting a Frozen Customers with Payment Account Report

To export a Frozen Customers with Payment Account Report as a CSV File, select Export to CSV.