How to Run a Report for Open Credits

Modified on Wed, 15 Oct at 4:26 PM

If you need to find out which customer accounts still have an unused credit balance that can be applied to future invoices, follow these simple steps using the Credits by Number report.

Accessing the Credits Report

Navigate to Reports: Start in your main application menu and click on Reports.
Select Financial Tab: Within the Reports menu, locate and select the Financial tab.
Choose Credits by Number: Click on the Credits by Number report option.

Setting the Report Filters

To ensure the report shows only currently available credit amounts, set the filters as follows:

Filter	Setting	Purpose
Date Range	All (Leave open) OR Select Specific Dates	Leaving it open ensures you capture all credits issued in history.
Type of Credit	All	Includes all forms of credit issued (e.g., standard, promotional).
Credit Status	OPEN	This is the most critical filter. Selecting OPEN ensures the report only displays credits that still have an available balance to be applied.

Running the Report

Once the filters are set, run the report. The resulting list will provide a clear view of all customer accounts that have unused credit balances that are currently available to be redeemed.