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Kait3
Level 1

Customer Credit Memo Report

I would like to pull a report that shows all open / unapplied credit memos for our customers. I was able to run a transaction list by customer report and filter by transaction type > credit memo but that seems to be showing me ALL credit memos rather than just the ones that have yet to be applied to an invoice or are pending. I would like to be able to see just the credit memos that are outstanding / owed to our customers. I am using Quickbooks Enterprise Solutions: Contractor 21.0 (Desktop Version).

Solved
Best answer February 24, 2022

Best Answers
BigRedConsulting
Community Champion

Customer Credit Memo Report

Add the paid status filter to the report: Paid Status = Open.

 

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1 Comment 1
BigRedConsulting
Community Champion

Customer Credit Memo Report

Add the paid status filter to the report: Paid Status = Open.

 

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