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Timely provides a powerful suite of client reports designed to help you understand your clientele and grow your business. From tracking new and returning clients to identifying a specific target audience for new marketing campaigns, these reports give you a comprehensive overview of your client base. In this article, you will learn how to use the customer credit details report.
Step by step instructions
The customer credits report shows a list of customers with their issued credits and details of their redemptions made. To view this:
1
Go to reports and ensure you have the customer credit details report selected from the dropdown and then select the date range.
2
To see your selections, click view report. You will see the following columns:
| Customer | Shows the name of each client. This is also how the report is grouped and sorted by in ascending order. |
| Reason | Shows the reason the credit was issued. |
| Status | Shows the current state of each credit, whether it's redeemed, deleted, active, not paid, expired, forfeited, or refunded. |
| Expiry | If a credit has an expiry, it will be shown here, otherwise it will state never. |
| Amount | Refers to the value of the invoice item linked with the issued credit. Only active invoices are included here. |
| Redeemed | Shows how much of the credit has been used on invoices. Please note that redemptions from expired credits that were reverted to revenue are not counted here. |
| Outstanding | Is the amount column minus any redemptions made. Please note because expired credits converted to revenue are not counted as redemptions, this number is not accurate for expired credits. To get a true picture of your outstanding liability, we do recommend downloading the report and filtering the status to show only active credits. |