Credits and Pre-Payments

Report vs document: This page is the report under Reports. To learn how credit memos and pre-payments work as document types when you create invoices, see Credit Memos and Pre-Payments.

Open Reports in the left sidebar, then choose Credits and Pre-payments.

This report lists credit memos and pre-payments by client for the filters you set.

Under Options you can filter by:

• Client (one or more)
• Date Range
• Status: Open & Unapplied, Applied, or All

After you click Run Report, you can:

• Preview the report
• Print
• Download as a PDF
• Download as a CSV