Customers credit Report

Below attached screenshot displays the kartify backend for the Customers > Credit section under the Reports tab.

The Customers > Credit module is used to generate reports on the basis of how many credit points are available for a particular customer.

The generated reports will contain all the data specific to that particular customers’ credit amount history.

1) On the first glance, the customer credit report contains the following fields:

(i) Customer Name: name of the customer
(ii) Email: customers’ email id

(iii) Customer Group

(iv) Status: Enabled for active users
(v) Total: Total credit amount of that particular customer


2) The Customer Credit List can be filtered on the basis of the below mentioned fields:

(i) Date Start: Starting Date (date for the range)

(ii) Date End: Ending Date (date for the range)
(iii) Customer: Name of the customer


By clicking on the Filter button, the desired data can be filtered.

By clicking on the Edit icon under Action, more details can be viewed about that customer.