Difference between revisions of "Credit Accounts Report"
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(Created page with "This report can be run for a specific period (default is 12 months) and displays any customers who are allowed credit and currently on credit hold. There is also the option to...") |
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You can click the "Company Name" to bring up the customer account details. | You can click the "Company Name" to bring up the customer account details. | ||
| − | From this report you can also | + | From this report you can also '''Tick/Untick''' "Credit Allowed" or "Credit Hold" and update the "Hold Reason" or "Sage Shortname" accordingly. |
| − | Remember to click | + | Remember to click '''Save Changes''' to save the relevant changes you make here. |
Revision as of 14:05, 20 September 2021
This report can be run for a specific period (default is 12 months) and displays any customers who are allowed credit and currently on credit hold. There is also the option to "Show Invoice and Statement Contact Details" if you wish to list these.
You can click the "Company Name" to bring up the customer account details.
From this report you can also Tick/Untick "Credit Allowed" or "Credit Hold" and update the "Hold Reason" or "Sage Shortname" accordingly.
Remember to click Save Changes to save the relevant changes you make here.
