Credit claim reporting

When it comes to credit claim reporting there is only one option. You will be able to view a list of credit claims and view details about each credit claim.

List Credit Claims

Watch this video to see how to view details about credit claims or follow the steps below it.

  1. Navigate to Debtors / Credit Claims / List Credit Claims.

Set the report parameters

  1. Enter (or select) the appropriate customer account number in the Account text box, or leave blank for all.
  2. Select the status of the credit claims that need to be listed from the Status dropdown list.

Generate the list

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 
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