Transactions Report (Credit-Only)

Transactions Report (Credit-Only)

This report will help you find further financial information about your transactions. The report will auto populate with preset filters. To change this you will click 'Advanced Filters' in the upper right.

Access the report by doing the following:
  1. Click "Reports". 
  2. Click "Accounting Reports".
  3. Click "Transactions Report (Credit-Only)" from the reports menu.


You can filter the dates as follows:
  1. Click 'Advanced Filters' in the upper right.
  2. Click the date range at the top of the "Advanced Filters" box near the top of your screen and select your option.
  3. Click filter.
You will see the results displayed in the 'Quick Preview' section. 

Note: This report can be exported by clicking the "Download" button to the right of the "Exports" section.









    • Related Articles

    • Transactions

      This report will help you find further financial information about your transactions. The report will auto populate with preset filters. To change these you will click 'Advanced Filters' in the upper right. Access the report by doing the following: ...

    • Use Customer Credits

      This article will show you how to apply customer credit to a sales order. Click Sales. Click Orders. You will be redirected to the Sales Order List screen. Select an Order to add payment to. You will be redirected to the Sales Order screen. Under the ...

    • Pending Purchases Report

      This report will show you Pending Purchases based on various search criteria. This can be helpful to find outstanding PO's that need to be followed up on etc. It will display a section to filter your report, as well as a quick preview.  Run the ...

    • Sales By Coupon Code Report

      This report will show you how many orders in a set date range had a coupon applied to it. You can use this report to track how successful an implemented coupon was at helping to generate sales for your business. The report will include the Order ID, ...

    • Sales by Categories (Group) Report

      This report will give you an overview look at Sales within each of your Product Categories. There are various uses to this report, such as to compare the overall popularity of products within different categories, using it to see the COGS for ...