Customer Credit on Account and Gift Certificate Transactions Report

The Customer Credit on Account and Gift Certificate Transactions Report tracks credits issued to customer accounts. The report shows the date the credit was issued and the date it expires.

  1. In Inntopia CRS, click the Reports & AR/AP tab. The Reporting, Receivables and Payables page appears.
  2. From the list of reports, click Customer Credit on Account and Gift Certificate Transactions. The date selector appears.

  3. Select to Search by either Issue Date or Expiration Date.
    • Issue Date – shows all credits that were issued within the date range you specify
    • Expiration Date – shows all credits due to expire within the date range you specify
  4. In the From and Through fields, enter the date range for the report.
  5. Select the method by which you want the report sorted, either by Date or alphabetically by customer Name.
  6. Click Search. The Customer Credit on Account and Gift Certificate Transactions Report appears. A sample report is shown below.

  • Issue Date – Date the credit was issued to the customer
  • Expiration Date – Date the credit is due to expire
  • Name – Name of customer to whom the credit was issued
  • City – City in which the customer lives
  • Region – State or province in which the customer lives
  • Email Address – Customer’s email address
  • Itinerary ID – This itinerary ID identifies the itinerary that is the source of the credit. A customer may have more than one itinerary listed, each of which have had a credit issued to their account. To see original reservation details, click on an Itinerary ID.
  • Remote System ID – Remote system identification number
  • Original Amount – Original amount of the credit at the time it was issued to the customer
  • Balance – Unused amount left on the credit since it was issued