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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 a new marketing campaign, these reports give you a comprehensive overview of your client base.
This article shows you 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.
1Go to 'Reports' and ensure you have the 'Customer credit details' report selected from the dropdown and then select the date range
2To see your selections, click on 'View Report' (see below for column descriptions)
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.