×
Menu
Index
Search
 
   
   
   
 
  (c) Profile Systems Design Group, Inc. 2025  Build: 4.008.762  Help ID: 4863
Press CTRL + F5 to clear your browser's cache, if expected content is not present.

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: