Open Credit Memo Aging
We just migrated to Advanced AR! This means we are no longer using Credit Balance Adjustments and are now able to create unapplied payments, credit memos, and debit memos. This allows us to disguish between the credit memos and the customer over payments. However, I am having trouble figuring out how to download an open credit memo aging (similiar to the invoice and debit memo agings). Does anyone know how to download a report/data source export to show a credit memo aging?
The account aging shows new fields such as 1) Unapplied Payment and 2) "On-Account Credit Memo." This is great because it shows the amount on an account level but, I need it on the transaction level!
Please help! Thank you!