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AR Credit List

Posted August 18, 2026

AR Credit List

An AR Credit List is the Record List of AR credit records. It is available at Finance > AR > Credits. You need the FinanceAR Full or FinanceAR Read role.

An AR credit reduces what a customer owes without money being received, and it is allocated to invoices like a receipt. The list shows the AR credits of the ledger selected at the top of the Finance module. By default it shows the credits whose Credited date falls inside an open fiscal year, on or after that year's open period date, including voided credits. The include all checkbox adds the credits of closed periods.

Column explanations:

Credited is the date of the credit, shown as Credit Date on the credit's Details page. It decides which fiscal year the credit falls in.

Customer is the customer record or household record the credit is for.

Person is the student or inquiry the credit was recorded for. It shows the preferred name when the person has one, and the first name otherwise.

Account and Account # are the name and number of the account selected as the Debit Account on the credit's Details page.

Posted is checked once the credit has been posted to the general ledger.

Voided is checked when the credit has been voided.

Finalized is checked once the credit has been finalized. Finalizing locks the credit's allocations to invoices so that they cannot be changed. Finalizing is not required, and a fiscal year can be closed without it.

UnAllocated is the amount of the credit still available to allocate to invoices. It is zero on a voided credit. Rows with an UnAllocated amount are highlighted. Unallocated AR Receipt/Credit explains how to allocate the rest.

Customer Memo is the note that appears on the credit the customer receives. Internal Memo is for your staff only, and it is hidden by default.

Id is the system identifier assigned to the credit.

Below the list, Total Amount adds up the Amount column. It covers every credit the search returns, not only the credits on the page you are looking at. If any voided credits are in the search results, their amount is included towards the Total Amount.

Search fields worth knowing:

Every search field of a Customer List except Customer Balance is also available here.

Amount Allocated searches the part of the credit allocated to invoices that are not voided, and Amount Remaining searches the UnAllocated column. Amount Remaining treats voided credits as zero, so they appear in a search for zero.

Credit Account Description and Credit Account Number find the credits by the account in the Account column, by its description and by its number.

Credit Classification finds the credits by their classification.

Earn Date searches the date on which the credit is recognized as revenue. Earn Date Revenue Recognition explains how it is set.

Entered Date searches the date the credit was recorded, which can differ from the Credited date.

Fiscal Year and Fiscal Year Int find the credits whose Credited date falls in a fiscal year, by its name and by its number.

Is Finalized, Is Posted, and Is Voided search the Finalized, Posted, and Voided columns with Yes or No.

Method searches the Credit Type chosen on the credit's Details page. Its choices are configured on that page by clicking the Credit Type link, which requires the FinanceAR Full and DBA Full roles.

Person Last Name and Person Name search the person the credit was recorded for. Person Name matches the preferred name when the person has one, and the first name otherwise.

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AR Credit List

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