Run the Credits Applied report

• Director
• Finance
• Admin
• Needs: Report Center
• Needs: Revenue Reports
• Desktop
• Draft

If you don't see this

• It needs the Report Center permission. A director grants it under Manage School → Staff → Permissions.
• It needs the Revenue Reports permission. A director grants it under Manage School → Staff → Permissions.

Credits Applied lists the credits your school gave that were applied to open invoices in the dates you choose. Credit memos are not included. You'll find it in the Adjustments & Discounts group of Revenue Reports in Report Center.

Steps

1. On the sidebar, click Report Center and expand Revenue Reports → Adjustments & Discounts.
2. Click Credits Applied.

   Screenshot coming soon01 · /report-center

   The Generate report sheet for Credits Applied

3. Under Select schools, click the row, check the schools to include, and click Done. Your current school is preselected.
4. Under Period, click Select a date range and choose This Month, Last Month, This School Year, Last School Year or Custom dates. The end date can't be after today.
5. Optionally, under Optional filters, pick an Invoice type: Tuition, Enrollment, Re-enrollment or Other. Any type includes all.
6. Under Format, choose PDF or Excel.
7. Click Generate. The file downloads when it's ready. You can also get it later from the Report queue.

Tips

• Who it's for: Finance staff and directors reviewing credits given to families.
• Format: PDF or Excel.
• The Excel file has these tabs: Summary, Detail.
• Credit memos are in Tuition & Other Write-offs / Credit Memos.