Credit Accounts Report
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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.
