Applied Credit History Report

To run an Applied Credit History Report: 

1. In Paladin, on the top ribbon, select the Customers module.
2. Enter or select a customer account from the Customer list.
3. On the bottom ribbon of the module, select F6 Payment Management.
4. In the Payment Management window, in the Charge Invoices pane, there are three options:
   • All
   • Applied
   • Open

5. Enable one of the options.
6. In the Payment Management window, in the Charge Invoices pane, you have the option to select a project from the list next to Charge Invoices. The default is No Project.

Note: If you choose to select a project, projects with active invoices are listed first in alphabetical order. Projects with no active invoices are then listed in alphabetical order, but are grayed out.

7. At the bottom left of the Payment Management window, click Applied Credit History.

A PDF of the report opens.