| □ | From time to time it will be necessary to issue Credit Memos. |
| • | The final Total of a Credit Memo is a Minus Value. |
| • | As such, you eventually must Allocate a Credit Invoice to an existing Sales Invoice, thereby "paying it off", just as you would with a Receipt. |
| • | So, Credit Memos are generally used to "Write off" a Sale, or to provide a Subscriber with a "Credit" in the form of an Invoice adjustment, to resolve a dispute. |
| • | You should print a list of all the Credit Memos that have been issued each month as part of your Month Ending Procedures. |
| • | To print a Credits Issued Report, on the Main Menu, Select Reports, Choose the Accounts Receivable sub-menu, and Click Credits Issued. |
| □ | Credits Issued Report tabs - There are three tabs on the Cash Receipts by Sales Category Report dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
Credits Issued Report - Options tab
| • | Report Type - By default, Detail is selected. You may Click Summary to shorten the report. |
| • | Issued - By default it will be the month most recently completed. Using the Drop-Down Date Selection Box , you may change the Date Issued as needed. |
| ▪ | From - Enter the first date to be included in the report. |
| ▪ | To - Enter the last date to be included in the report. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) this Credits Issued Report. |
| ▪ | A Detail version of the Credits Issued Report is shown below. |
| ▪ | The Summary version lists each Subscriber but does not include each Credit memo issued, only the total credit memos issued to each. |
| • | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
| • | Invoice # - Click the Invoice number to open that specific Sales Form. |
| • | CR Memo # - Click the Credit Memo number to open that specific Credit Memo Form. |
Detailed Credits Issued Report Preview
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| ▪ | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| ▪ | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| ▪ | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| ▪ | You may then Click the Up or Down ‚ arrow to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Credits Issued Report. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing.To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
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| • | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Credits Issued Report Data View
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| ▪ | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| ▪ | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| ▪ | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
