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  (c) Profile Systems Design Group, Inc. 2024  Build: 4.008.701  Help ID: 4863

Applied Credits

Refer to Understanding Customer Statement Details for the use of this report.
 
The Applied Credits report shows customer credits that have been applied to invoices for a specified date range.
Applied Credits
1

Report Type

1. Report Type
A detail report lists all applied credits for each customer.
 
A summary report total applied credits for each customer.
2

Order

2. Order
You can order report results by date or customer.
3

Date Range

3. Date Range
Enter a date range.
4

Credit Reversals

4. Credit Reversals
This includes reversals of applied credits.
5

Customer ID

5. Customer ID
You can filter report results by customer ID.
 
Here is an example of a detail report:
 
Here is an example of a summary report: