printing a lists of credits

angelbows
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angelbows
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printing a lists of credits

When using esssentials, how can i print or save a list of all credits available. I cant find a report, is there one?

 

I need to be able to check faster than rolling through every credit to find one for a particular customer. we have over 100 credits at anyone given time.

 

Thank you in Advance

1st time forum user.

 

Angelbows

1 REPLY
MYOB Staff Post RienaP
1,734 Posts
MYOB Staff Post
New Zealand
RienaP
MYOB Staff Post

1734Posts

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251Solutions

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Re: printing a lists of credits

Hi @angelbows,

 

I would like to extend a warm welcome to you on this forum and I hope you will find this resourceful.

 

From Sales tab >> Invoices >> Filter by Returns and you will see a list of credits. If the credits have been processed then you will see it "Paid" and it is still sitting to be processed then it will show "Return". To View customer returns (click here)I have provided a help article which will guide you through. 

 

Other help articles that will benefit you on this note would be Customer returns, credits, and refunds. There more links when you skim this help article. 

 

Hope this helps! Please let us know you go and if there are any other queries, please do not hesitate to bring it to this forum. We are happy to help! Smiley Happy

 


Regards,
Riena
MYOB Training Specialist
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