How to Apply Unused Credits
​
​

1. Using Universal Search, navigate to the Accounts Receivable Aging dashboard.
​
2. Apply filters:
​
​

a. Set the "Balance Filter" to Unused Credits. This will display only those balances that are Credits yet to be applied.
​
b. Select one or more AR Accounts to filter. Once selected they will show the outstanding credits for those accounts.
​
c. Set the "Order By" to AR Account to group the display.
​
d. Additional Optional Columns: Invoice Num and Date.

3. Once all filters are applied and columns selected, click the Create Report button.