Customer Credit Report

This report shows the credit limit, remaining credit available, and aged balances for one or more customers. You can generate the report for the following:

One customer
Customers who are all assigned the same customer type
Customers who are assigned two or more different customer types

To generate a Customer Credit Report

1. Select Reports from the Customers menu. The Report List appears with the Customer tab selected.

2. Select Customer Credit Report and click Launch. The Customer Credit Report screen appears.

3. Select one or more customers:

For one customer, click 1 Lookup. Then look up the name of the customer. For more information, see Looking Up a Customer.
For customers who are all assigned the same type, click 2 Lookup. Then select a type from the list.
For customers who are assigned two or more different types, click 2 Lookup. Then press Ctrl and select each type that you want to include on the report.

4. To include invoices that haven’t been paid, select the Open Invoice Detail check box. Otherwise, leave the check box clear.

5. Click Print. The Report Window appears.

6. Print the report and close the Report Window.