How to export credit notes report?

Modified on: Mon, 2 May, 2022 at 6:33 PM

Scope

How do I export credit notes with all details?


Summary


You can export Credit notes by navigating to Settings > Import & Export Data > Export Data. Also, you can export credit notes from Invoices & Credit Notes > Credit Notes > More Actions > Export Credit Notes CSV.


Solution

Import & Export Data


Navigate to Settings > Import & Export Data > Export Data > Credit Notes > Select Criteria to Export.


You can ‘Add condition’ to segregate data as per your business requirements and you can ‘Preview’ or ‘Export’



Invoices & Credit Notes


Navigate to Invoices & Credit Notes > Credit Notes > More Actions > Export Credit Notes CSV


In this case, you can use ‘Add Filter’ to define your search criteria and then export Credit Notes data.






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