How to export credit notes report?

Modified on: Tue, 29 Aug, 2023 at 12:15 PM


How do I export credit notes with all details?


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 > Export > Export as CSV.

With the help of "The line items' billing period on the invoice" settings, the service period for the line items in the credit notes will be the same as their respective billing periods on the invoice.
Navigate to Settings > Configure Chargebee > Billing LogIQ > Billing & Invoices > Set default service period for credit note line items. Please refer to this link for more information.


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 > Export > Export as CSV

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

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