Unapplied Customer Credit Memos report: options and information

Items marked with an asterisk (*) are available in Microsoft Office Accounting Professional 2009 only.

The Unapplied Customer Credit Memos report displays information about open customer credit memos with a status of unapplied or partially applied. This report is the most effective way to view credits that will offset the amounts due to you when you are receiving customer payments.

Note: Double-click a credit memo in the list to open the Customer Credit Memo form and view details about the credit memo.

Open the report

  • On the Reports menu, point to Customers and Receivables, and then click Unapplied Customer Credit Memos.

Report content

The report includes information about the type of credit, date issued, credit memo number, customer phone number, due date, total price, and whether the credit memo has been voided. To change column options, do the following:

  • On the toolbar, click Modify Report, and then in the Modify Report pane, select or clear the appropriate Columns options.

*Foreign currency

When Microsoft Office Accounting 2009 is set to use foreign currency, this report displays the transaction amounts in the account currencies. In addition, the report changes to include columns that show the three-letter code for the account currencies, the exchange rate between the account currencies and U.S. dollars (USD), the transaction amounts in USD, and the account balances in USD.

Related topics

Working with reports

Filter reports

Use foreign currency

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!