Run the Detailed Open Credits report to see which customers have a pending credit with your company. Open credits exist because most companies do not issue credit immediately. For example, you may need time to test damaged items, or you may wait until the vendor first gives you credit. You can run this report to list the orders with unresolved credits.
The report includes details on:
Customers and ship dates.
Return quantity types.
Products and quantities.
Prices and costs.
To report on open credits:
From the Orders > Reports menu, select Detailed Open Credits.
If desired, enter a batch identifier in the Batch field. This lets you report on the group of invoices entered as a batch. An order's Header tab Batch ID field shows the ID used.
In the Branch/Territory field, enter the branches or territories for which you want to generate a report. Enter ALL to generate reports for all branches and territories.
In the Sort By field, press F10 and specify how to sort the report:
Time - Sorts by invoice date and time.
Customer - Sorts alphabetically by customer name.
Invoice # - Sorts by invoice number.
See Also: