This is a quick way to find out whether a customer has recent credit with
your company. The report lists invoices, credit memos, and payments related to
To do this task
Click Customer Center.
Select the customer or job for which you want a report.
Go to the Reports list in the Customer or Job Information area,
and click QuickReport.
To include transactions prior to the current month, choose a different date
range from the Dates list (or click the calendars by the To and From fields to
enter a custom date range).