Credit Memo Report

 

Purpose:  This report displays activity to and from a person’s or firm's money on account, and the total credit currently outstanding. Transactions on the account since the account was last at zero will be shown.

 

Launch Point:  This report can be launched from the following location(s):

 

      Events → Reports → Money on Account →

 

Example:  When the report is launched the report wizard will open

 

Note: If a date is specified in step 2, a report will not be printed for any persons or firms that have not had activity on or after that specified date.