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What credits have been added to clients?


Sandor

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How can we see the credits that have been issued for the month (or other period of time)..

 

We need to keep track of credits issued - but there doesn't seem to be any way to generate a report showing what has been issued...

 

We see when they are applied to an invoice - but that could be months later is not helpful...

 

Thanks!

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Hi - thanks for the response..

 

Unfortunately for that to work we'd have to already know to look at that particular client account - or go through every client...

 

My accountant wants to see what credits my employees have issued this month, how can she go into the system and pull that info out?

 

Thanks!

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