How to Run a Report for Open Credits

Modified on Fri, 15 Aug at 4:57 PM

You can generate a report to view all open credits within a specific date range.

  1. Click Reports.

  2. Click the Financial Tab.

  3. Select Credits By Number.

  4. Enter the desired Date Range.

  5. Click the dropdown menu for Credit Status.

  6. Select Open.

  7. Click Run Report.

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