- 4.2. Customer Credits
4.2.2. Search Customer Credits - 4.2.1. Create Customer Credits
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4.2.2. Search Customer Credits
The Customer Credits search window can be accessed from the main navigation window under Customers or from the Customer Credits window using the Search icon. The Customer Credits search window appears below.
CustomerCreditsSearch.JPG
| Search Field | Description |
|---|---|
| Credit Number | Enter the credit number to search for |
| Invoice Number | Enter the invoice number that the credit was created for |
| Credit Date | Enter a date for which the credit was created on |
| Customer | Enter the customer name that the credit was created for |
| Applied/Unapplied | Select to search for applied on unapplied credits select Fully Applied, Partially Applied or Not Applied |
| Save Search? | Allows you to save your search criteria for future searches. |
When the Save Search check box is checked, you will be prompted to enter a name for your search criteria. Enter a name for your search. Click on the Search button to perform the search, your search criteria will be saved for you.
CustomerCreditsSavedSearch.JPG
The next time you enter the Customer Credits Search window, a selection box will appear to the right of the Save Search check box allowing you to select the name of the search criteria you had previously saved. After selecting your search criteria, click on the Go button to the right of the saved search name to run your saved search.
CustCreditsSavedSearch2.JPG
If you want to delete the saved search, select the saved search name then click on the X icon to the right of Go button and the saved search will be deleted. There is no limit to the number of saved searches you can create.
- 4.2.2. Search Customer Credits
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4.3. Receive Customer Payments