This report displays the details and amounts of credit on account transactions. For each transaction it includes basic customer information, a description of the transaction, the transaction date, the receipt number, and the amount of available and linked credit.
Go to Reports > Financial Reports > Credit on Account.
In the Filters section, specify the Customers, Companies, Revenue Sites, Transaction Sites, and/or any other details to filter the report, if necessary.
In the Options section:
To only include customers with non-zero balances on their accounts, select Only Show Non-zero Balances?
To display only the total credit on account balance for each customer instead of listing each transaction, select Summary Report.
To include transaction details (such as the activity name, event name and permit number, membership package, daycare program name, and/or notes) in the report, select Include Transaction Details?
Select the Output Type for the report.
Click Run Report.
Note: For complete descriptions of the options on this page, click here.