Difference between revisions of "Credit Accounts Report"
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| − | + | '''In This Section'''<br /> | |
You will be able to run the report and find any information you require on any customers account.<br /> | You will be able to run the report and find any information you require on any customers account.<br /> | ||
| − | + | '''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.''' | |
| − | '''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. | 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. | 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 [[File:Save-changes.PNG|alt=Save-changes|link=|Save-changes]] to save the relevant changes you make here. | Remember to click [[File:Save-changes.PNG|alt=Save-changes|link=|Save-changes]] to save the relevant changes you make here. | ||
Latest revision as of 13:52, 4 November 2021
In This Section
You will be able to run the report and find any information you require on any customers account.
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 
to save the relevant changes you make here.
