How to Issue a Credit Report for a Customer

If you need to issue a credit report for one of your customers, you can do that as follows:

1. Go to Sales, then select the Customers tile.
2. From the list of customers, right click on the customer you need to issue the reference for.
3. Highlight Reports in the drop-down menu, and then select Credit Reference from the list of options (about three quarters of the way down).

4. You can email the credit reference as a PDF attachment (1) or print it out (2) or save it to your computer as either pdf, word document or excel (3).