How do I generate a report to view the credits applied and the remaining credits of my customers?

To view the credit details of your customers, you can either check the Credit Note Details report or the Receivable details report. This report will list the credit note amount and the balance credits for the customer.

Credit Note Details Report

  • Go to Reports Module.
  • Under the Payments Received section, select Credit Note details report.

Note: You can click on Customize Report Columns to add / customize columns.

Receivable Details Report

  • Go to the Reports Module.
  • Under the Receivables section, select the Receivable details report.
  • Click the Customize Report Columns option.
  • Add the columns for Credit Note, Amount, Balance Amount, and Applied Amount.

Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account


Online accounting software
for small businesses.