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Report on open credit memo amounts and unapplied payments for a customer

Create this report when you want to see only the open credit memo amounts and unapplied payments for a customer. This report takes more time than creating a QuickReport, but the result is a report that omits fully-applied credit memos and customer payments.

To do this task

  1. Choose Reports > Customers & Receivables > Customer Balance Detail.

  2. Click Customize Report at the top of the report.

  3. Click the Filters tab.

  4. Select Name from the Filter scroll box.

  5. Click the Name drop-down arrow and choose the customer whose balance you want to review.

  6. Select Transaction Type from the Filter scroll box.

  7. Click the Transaction Type drop-down list and choose Credit Memos.

  8. Select Paid Status from the Filter scroll box and choose Closed.

  9. Click OK.

KB ID# H_PMT_RPT_CUST_BAL_DETAIL_RPT
9/27/2016 6:44:34 PM
PPRDQSSWS400 9138 Pro 2017 0fe8b6