Credit Report for Credit Customers

How to generate report of Due and Overdue for credit customers

Step 1 : Click on More

Step 2 : Click on My Customers

Step 3 : Search the customer and click on the customer name

Step 4 : Click on Reports button

Step 5 : Click on Credit Report

Step 6: : Select from Due and Overdue which one you want

Step 7 : Click on GENERATE

Step 8 : The report will be ready. Download the CSV or Open the file in Google Drive.

Here is short video for your quick reference.

Feel free to reach us if you have any questions or need help with the credit report.

Updated on: 28/02/2022

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