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Credits Reports

The credit reports allow you to run both a current balance report (Credit Summary) and a detailed Credit Transaction report to view and manage customers with credits saved on account.

Credit Summary: The Credit Summary report allows you to view the initial and current credit balance of all customers who have credits on file. Learn More >

Credit Transactions: The Credit Transactions report gives you a detailed summary of all credit transactions (Additions, Subtractions, Order transactions) for a given date range. Learn More >