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Credits Applied report
Credits Applied report
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 6 months ago

DaySmart Vet now has an applied credits report available under the billing tab of the reports module.

This report allows you to see any credits that are applied to any invoice for the selected date range with the amount, client name, and remaining balance. Here are the step-by-step directions to see the report:

1. Click on the reports module at the top.

2. Click on the Billing tab halfway down the page.

3. Click on the 'Credits Applied' report available under this tab.

4. Filter the report for the desired date range using the filter option available in the top left-hand corner:
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The report can be exported using the export option available on the top gray bar.
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If you can't see your reports tab, click here to learn more.

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