The Credit Memo Report will list all credit memos you have issued. It will provide an understanding of the offsetting transactions made to your chart of accounts. It can be filtered to just open credit memos, so that you can apply these to a member’s open invoices as needed.

1. Click Reports in the Navigation Panel
2. Select Credit Memo Report.
3. Select your search filtering criteria.
4. Click Run Report.

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options