Unapplied Credit Report

This report lists all customers who have unapplied credits (ROAs, sales tax adjustments, easy checks, or other). For each unapplied credit, the report shows the document type and number, the original credit amount, the applied amount, and the unapplied amount. You should generate this report before printing statements.

To generate an Unapplied Credit Report

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

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

3. Select one or more customers:

For one customer, click 1 Lookup and look up the customer’s name. For more information, see Looking Up a Customer.
For a range of customers, click 1 Lookup and look up the customer for the beginning of the range. Then click 2 Lookup and look up the customer for the end of the range. For more information, see Looking Up a Customer.
For all customers, leave the Beginning Customer and Ending Customer fields blank.

4. Click OK. The Report Window appears.

5. Print the report and close the Report Window.