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Understanding the Customer Credits Report

Customer Credits shows deposits and other customer monies held on account, so you can see at a glance which customers have a credit balance with your business.

Steps

  1. Go to Reports, then click View report under Customer Credits (in the Customers section).
  2. Choose your date range or as-of date as prompted, then click Update Report.
  3. Review the list of customers with credit balances and the amount held for each.

Related Articles

  • Understanding the Income by Customer Report
  • Understanding the Aged Receivables Report

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