Usage of the credit report and how credit reports can be used to keep track of credit transactions. As a continuation from Adding a New Customer, item 5 and Customer Credit History, credit report allows users to track the credit flow (in and out) of the business from all locations registered in users’ database.
At the Features Panel, under Reporting click on Credit Report.
1. Date Filter
Allow users to generate a credit report based on specific date range. Click on Apply Filter to generate a report.
2. Credit Report
Report generated will be based on the date range filter made in No. 1.
● Debit: Amount of credit customers spent (received from customer)
● Credit: Amount of credit handed out to customers
● Credit Balance to Date: Total amount of credit handed out to customers