AR report

[bob1549]

Customer credits are not listed in the AR report in ST, but they are in QB, which makes reconciling a pain. Is there a way to add credits onto the AR report?

[NuanceMastery]

You will have to create a report to show credits. It is a separate report. 

-Click Reports - Click Create New Report - Report Type = Accounting 

Report Template = All Payments

From here you can choose your references just make sure you have the following marked for an efficient report: Payment Type, Payment Amount, Amount Allocated, Credit Remaining and Customer Name. 

I titled this report "Account Credits" and we run this once a week to ensure all payments are being applied.