1. Create a new Record query
  2. On the Criteria tab, Expand Activity, Expand Credit
  3. Select Credit billing item ID/Product ID with the Operator of Equals and Value of the Billing item needed
  4. Select Credit transaction date with Operator of Equals a Specific Date and Value of the date needed
  5. On the Output tab, Expand Record, select the necessary information
  6. On the Sort tab, Expand Record, select the necessary information
  7. Run and Save the Query