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

1. Click the Inquiry option in the Sales Command Center.
2. Click the Invoice tab.
3. To find a customer credit, you’ll first have to locate the sale on which the credit was made. You have several choices:
• Choose Invoice from the Search By selection box and enter the sale’s number in the box to the right.


• Use the Search By selection box to choose another way to search -- All Invoices or Customer PO #.


• Click the Advanced button to search using additional criteria, such as the date, amount or memo.


• Click the Card tab, then enter the name of the customer whose invoice you’re looking for to find the invoice number. Enter this number in the Invoice # field under the Invoice tab.


4. Applied customer credits can be recognized by their source journal code, SJ. Search the ID# column for transactions numbered with SJ prefixes and click the zoom arrow next to the customer credit you want to view. The Settle Returns & Credits window appears, displaying the original customer credit.