V3 Credits Screen – Overview

You can find the Credits list by going to Accounting > Credits. If it's your first time on this screen, it will look something like this:


Unlike other list screens, the Credits screen will load all Credits without having any filter applied. You can always create or apply filters if you want to see more refined results on this page.
The filter selection remains on the left side. If you are viewing a filter, it'll also be displayed on the left. Every time you return to this screen, you'll see the last filter you applied. Additionally, you can use the search bar at the top of the table to search for Accounts within the current search parameters.

At the top right, you can click Add Credit to add a new Credit or click Edit Table to manage which columns you see in the table and the order in which they appear. You can also move columns in the table by hovering at the left to reveal the double-dotted line:


Click and drag on the double-line to re-position the column. You can also click on the double-arrows on the right side of the column to sort the column in ascending or descending order. 

Any of the blue text is a clickable link. Click on a credit number to open the Credit itself. Click on an account name to open the Client Account. 

Check the box next to one or more Credits to make the Delete option visible on the left:


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