Credit Summary

Create a Credit Summary report to view customer credit information.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Customers.

Grant permission to the individual report > Customers > Credit Summary

Create Your Report

The Print sales older than days defaults to 60 but can be updated by clicking into the field and entering an alternate number.

Select Print only invalid or unknown tax # types to include tax numbers that have invalid length, are non-numeric, have no Type set or are misssing.

Click Export and enter the location the report will be saved using . If selected the Print button updates to Export.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.