To find a customer credit before it’s settled

If you haven’t already read the Customer Credits Overview, see Finding, removing and reversing customer credits for more information.

Finding Transactions

All customer credits that haven’t been applied to sales or written as refund checks are located in the same place in AccountEdge.

  1. Click Sales Register in the Sales Command Center.

  2. Click the Returns & Credits tab. You can view credits for all or just one of your customers.

    To view sales for one customer, select Customer in the Search by field, then enter the customer’s name in the second field.

  1. A list of the customer’s credits appears.

Keyword: credit invoices

To find a customer credit before it’s settled