To find the credit, open the Account QuickReport in the Chart of Accounts and filter by Accounts Receivable, Dianem1.

Here's how:

1. Navigate to the Company menu.
2. From the dropdown, choose Chart of Accounts.
3. In the Search bar, type in Accounts Receivable (A/R).
4. Select the customer's name.
5. Right-click on Accounts Receivable, choose Account QuickReport.
6. From Accounts Receivable (A/R), click the Account QuickReport tab.
7. Click Customize Report, go to the Filters tab.
8. Select Name, and specify the customer's name.
9. Click OK.

Note that invoices will appear in the report due to the open paid status filter, but you can see unapplied credits listed as negative amounts.



On the other hand, a quick way to locate the credits of your customer. Here's how:
 

1. From the Customers tab.
2. Click Customer Center.
3. Locate the customer from the list and select to open the Customer Information window.
4. In the Show dropdown, select Payments and credits.
5. On the Filter by, choose Unapplied payments and credits.
6. Select the correct date in the Date dropdown.
    

Please feel free to reach out if you have any further questions regarding how to locate credits or any other concerns by leaving a reply. We'll be sure to get back to you.