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.
https://help.garageplug.com/en/article/generate-credit-report-for-a-customer-for-a-specific-duration-1bu7bsy/
Feel free to reach us if you have any questions or need help with the credit report.
Updated on: 28/02/2022
Thank you!