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Credit Notes Report

  1. To access the ‘CREDIT NOTES REPORT’, click on ‘REPORTS’.
  2. Click on the ‘SALES’ tab.

  1. Click on the ‘CREDIT NOTES’ tab.

  1. Select the correct ‘SELLING LOCATION’ by clicking on the ‘SELLING LOCATION’ field.
  2. The Selling Locations with a blue tick is the selected Selling Location.
  3. To select all the Selling Locations, click ‘SELECT ALL’.
  4. To continue, click the ‘OK’ button.

  1. Select the ‘START AND END DATE’ for the report.
  2. Click ‘OK’.

  1. Click ‘GO’, to generate the report.

  1. Below will be the report.
  2. To see individual invoice details, click on the ‘BLUE INVOICE NO’.

  1. The ‘’TAB SUMMARY’ will be displayed below.
  2. You can print the summary by clicking on the ‘PRINT PDF’ button.
  3. To download the summary, click on ‘DOWNLOAD PDF’.
  4. You can email the summary by clicking on the ‘EMAIL PDF’ button.

  1. All these tabs can be exported to Excel or CSV by clicking on the ‘EXPORT ICON’.
  2. To export to Excel, click on ‘EPORT ALL DATA TO EXCEL’.
  3. To export to CSV, click on ‘EXPORT ALL DATA TO CSV’.

  1. To edit columns, click on the ‘COLUMN CHOOSER’ icon.
  2. The titles which are ticked will appear, if you wish to remove a column, simply untick the column title.

  1. To see the detail of the ‘CREDIT NOTE’, click on the ‘BLUE CREDIT NOTE’.

  1. The ‘CREDIT NOTE SUMMARY’ will be displayed below.
  2. You can print the summary by clicking on the ‘PRINT PDF’ button.
  3. To download the summary, click on ‘DOWNLOAD PDF’.
  4. You can email the summary by clicking on the ‘EMAIL PDF’ button.

  1. Click on the ‘ITEMS CREDITED’ tab so view the summary of the items that was credited.
  2. To export these summaries to EXCEL, click on the ‘EXPORT ALL DATA TO EXCEL’.
  3. To export these summaries to CSV, click in the ‘EXPORT ALL DATA TO CSV’.

 

STEP-BY-STEP BREAKDOWN

  1. To access the ‘CREDIT NOTES REPORT’, click on ‘REPORTS’.
  2. Click on the ‘SALES’ tab.
  3. Click on the ‘CREDIT NOTES’ tab.
  4. Select the correct ‘SELLING LOCATION’ by clicking on the ‘SELLING LOCATION’ field.
  5. The Selling Locations with a blue tick is the selected Selling Location.
  6. To select all the Selling Locations, click ‘SELECT ALL’.
  7. To continue, click the ‘OK’ button.
  8. Select the ‘START AND END DATE’ for the report.
  9. Click ‘OK’.
  10. Click ‘GO’, to generate the report.
  11. Below will be the report.
  12. To see individual invoice details, click on the ‘BLUE INVOICE NO’.
  13. The ‘’TAB SUMMARY’ will be displayed below.
  14. You can print the summary by clicking on the ‘PRINT PDF’ button.
  15. To download the summary, click on ‘DOWNLOAD PDF’.
  16. You can email the summary by clicking on the ‘EMAIL PDF’ button.
  17. All these tabs can be exported to Excel or CSV by clicking on the ‘EXPORT ICON’.
  18. To export to Excel, click on ‘EPORT ALL DATA TO EXCEL’.
  19. To export to CSV, click on ‘EXPORT ALL DATA TO CSV’.
  20. To edit columns, click on the ‘COLUMN CHOOSER’ icon.
  21. The titles which are ticked will appear, if you wish to remove a column, simply untick the column title.
  22. To see the detail of the ‘CREDIT NOTE’, click on the ‘BLUE CREDIT NOTE’.
  23. The ‘CREDIT NOTE SUMMARY’ will be displayed below.
  24. You can print the summary by clicking on the ‘PRINT PDF’ button.
  25. To download the summary, click on ‘DOWNLOAD PDF’.
  26. You can email the summary by clicking on the ‘EMAIL PDF’ button.
  27. Click on the ‘ITEMS CREDITED’ tab so view the summary of the items that was credited.
  28. To export these summaries to EXCEL, click on the ‘EXPORT ALL DATA TO EXCEL’.
  29. To export these summaries to CSV, click in the ‘EXPORT ALL DATA TO CSV’.