Open Invoice report

Maggie Stanley
Maggie Stanley
Fifth Anniversary Participant Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions
How can I add the Credit Memo column to my Open Invoice Report

Comments

  • Janet Tucker
    Janet Tucker
    Fifth Anniversary Kudos 1 Name Dropper Facilitator 1
    I couldn't find it either... just went back to database view.  again.
  • Maggie Stanley
    Maggie Stanley
    Fifth Anniversary Participant Facilitator 1


    yup me too



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    Maggie
    Stanley

    Accounting
    Department


    562-860-0556 X257


    Business Office

    Hebrews 13:16



























































  • Sylvia Cook
    Sylvia Cook
    Kudos 5 Fifth Anniversary Name Dropper Participant
    Agree, prefer to have the credit memos in with the invoices by vendor.

    Sylvia
  • Roberta A. Gilbert
    Roberta A. Gilbert
    Eighth Anniversary Kudos 4 Financial Edge NXT Fall 2025 Product Update Briefing Badge Name Dropper
    I agree it would be nice to show Unapplied or Partially Applied CMs in a separate column on the Open Invoice Report.  Completely Applied CMs have already been deducted from the invoice amounts, so they don't really need to be shown separately.


    I created a Credit Memo report in the database that only shows unapplied amounts, by simply unchecking "include fully applied credit memos".  It helps me remember, for instance, perhaps an old CM that I need to collect because we no longer do business with that vendor, or simply that we forgot to apply.  It's still a separate report, but it serves the purpose well enough.

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