Research Credit by Activity Mode

The Credit page returns a report for the selected account by activity.

1. Determine the activity mode for processing the report:
   • Recent Activity — Displays account activity since the last account statement.
   • Statement — Displays account activity reported in the last account statement.
   • Bal by invoice — Displays the account balance based on either all (paid and outstanding) or only outstanding invoices for your billed orders.
   • Unapplied Payments — Displays account payments received that have not yet been matched to a particular order.
2. Optional. If you chose Bal by invoice, limit the information returned by selecting Outstanding Only to view invoices that need to be paid.
3. Choose the Refresh button to apply the selected activity mode.

After reviewing the returned report, modify the criteria or select another account and choose Refresh to display a new report.