Credit Report

This section enables you to export reports which consist of a list of all payments that need to be made or collected from the supplier or the customer.


Please Note
This functionality is available only for users who have Retail Pack activated.

1. From the Homepage, click on Reports.

2. From the following page, the tabs displayed under the credit section are as follows:

  • Credit Balance: It provides a list of all the credit balances of a supplier or a customer.
  • Receivable: It provides a list of all payments which can be collected from a supplier or a customer.
  • Payable: It provides a list of all payments which can be made to a supplier or a customer.

 

3. To export a report containing the credit balance of your suppliers and customers, click on Credit Balance > select Date Range > click on Export Reports.

4. An Export History modal window appears. Click on the Download file to complete the process.


Note
The above steps for Credit Balance are the same for Receivable, and Payable as well.

Please Note
This feature is currently unavailable on mobile.
You can access credit reports only through a computer.
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  1. how to get detailed credit reports | how to use reports to see credit status | how to download credit reports | how to check credit balance

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