The tab answers one question: how much prepaid credit do you still owe your customers? It loads the first time you open it. Team member and service filters and the date range at the top of Reporting & Intelligence do not apply to it, so changing them keeps what it has loaded.

Do this when you need to know what prepaid credit is still owed, such as at the end of a quarter.

Every customer with a package balance at this location is listed, archived customers included, because their unused credits are still owed. Each account counts once, so a partner linked to the account does not double its packages. Packs a customer holds with another business are left out. Amounts include GST and cover this location only.

Outstanding Liability is the number that matters at end of quarter. It is money you have banked and work you still owe.

Avg Repurchase Period by Package breaks the repurchase gap down by package, with the number of repurchases it measured and how many customers repeated. It needs customers who have bought the same package at least twice, so it stays empty on a young account or a package you have only just launched. A balance brought across from your old system is dated the day it was migrated, not the day the customer bought, so the gap from it to the next purchase is left out.

Tip: Use it to time a reminder. If your 10-visit pack is repurchased every 94 days on average, a nudge at day 80 lands before the customer starts looking elsewhere.

The table lists each customer's package: Customer, Package, Date Purchased, Remaining, Balance, % Used and Status. It opens with the largest Balance first. Select a column heading to sort by it, and select it again to reverse the order. Status does not sort.

Remaining shows the credits left out of the credits bought, and Date Purchased is the most recent purchase or top-up. Status is Active while credits remain, Low once 70% or more is used, and Depleted once they are gone. On a narrow screen Date Purchased, Balance and % Used are hidden.

Tip: Sort by Remaining, fewest first, to find the customers about to run out. That is your repurchase list.

Do this to see what was redeemed or refunded in a window, such as last month.

The period applies to Liabilities Cleared, Deposits Refunded, Net Movement, Expired Credits and the redemption and refund exports. It counts whole calendar days, from the first day of the period to the end of today. It does not change the outstanding balances, which are always current. Select Clear filter to drop it.

The search box matches name, email, phone and package name. It narrows the table and the balance and liability exports.

Do this to take the balances to your bookkeeper or into a spreadsheet.

Export offers five files:

Where a period is applied, the redemption and refund exports are marked filtered. Each is unavailable when the period has no redemptions or refunds. With anonymisation on, customer names, emails, phone numbers and pet names are masked in the tab and in every export.

Petboost is not an accounting system, and the tab and the liability report both say so under Important. Treat the figures as a reference point, not as a source of truth for tax, accounting or compliance. Balances recorded in Petboost do not include adjustments made outside it, such as a manual refund on your payment terminal. For BAS and GST, use a dedicated accounting platform and feed it these numbers.