How to generate a list of outstanding credits (available credits), the credit report

The credit report is a report that lists ALL available credits on customer accounts that have yet to be applied to invoices.

The credit report is found in the reporting menu under credit report.

First Class has two credit statuses

1. Available

The credit is available for future application to a customers account

2. Applied 

The credit has been applied to a customers account (applied to an invoice)

Credits can only be applied to open invoices with an available balance.

It is important to note that the credit report only lists available credits that are yet to be applied to a customers account.

The credit report will show the customers the credit is assigned to, the amount, when it was created and a description.

You can also use the date range to adjust the list to show credits created within a specific date range.