The Credits Issued report is an itemized list of all credits issued during the selected date range. It includes the tenant's name, unit number, the date the credit was issued, the source of credit, the date of the original charge, a description of the original charge, the amount credited, the notes entered when the credit was issued, and the user who issued the credit.
Typically, charges in Storable Edge that can be credited include rent, insurance, miscellaneous revenue, and services. Accessing the tenant's ledger and clicking the small black triangle (▼) on a rent, insurance, misc or service charge will allow you to issue a credit for those charges. Also, clicking the Issue Credit button in the upper-right corner of the tenant's ledger will list the categories you can credit. Specifying a specific item to credit is called a Line Item Credit.
A Line Item Credit can be issued against a future charge. When that happens, the credit is dated the same as the charge. For example, if today is July 25th and you issue a Line Item Credit against the August 1st rent charge, the credit will be dated August 1st. If you issue a credit against a past charge, the credit will be dated today. Edge does not backdate any financial transactions.
Occasionally, you'll see fees, security deposits, or retail items on the Credits Issued report. That is because of the other way to issue credit: General Account Credit. Clicking the Issue Credit button and selecting General Account Credit applies a credit to the tenant's ledger based on the payment order specified in your facility's billing settings. For example, if your payment order is Fees Before Rent, a tenant owes $50 in rent and $5 in fees, and you issue a $10 General Account Credit, $5 of the credit will be applied to the fee and $5 to the rent.