Zoho invoice logo Help Docs
/

Credit Note Details Report

We have the Credit Note Details report for you to have a detailed view of all the credit notes stored in the system. This report displays the status of the credit note, credit note creation date, the credit note number, the customer’s name, the credit amount and the balance amount to be credited.  

To view the Credit Note Details report:

  • Go to the Reports section on the left sidebar.
  • Select Credit Note Details under Payments Received.
  • Click the dropdown next to Date Range and select the time period for which you want to generate this report.
  • If you want to add more filters in the report, click + More Filters at the end of the page.
  • Click Run Report.

To customize this report:

  • Click the Customize icon at the top.
  • Select a Date Range from the dropdown. You can also select Custom from the Date Range dropdown to choose a custom date range.
  • Click Group By and select an option from the dropdown.
  • If you want to add advanced filters to the report, click + Add More under Advanced Filters and add the criteria for the filter.
  • Drag and drop the columns you want in your report from the left side table to the right side table. You can also hover over a column name in the left side table and click the + button to add a column in your report.
  • If you want to remove a column, hover over a column name in the right side table and click the - button.
  • Click Run Report to apply all the customizations and run the report.
  • If you would like to export this report in PDF/XLS/CS format, click the Export dropdown and select the required format. You can also view this report in Zoho Sheet.
  • You can print this report by clicking on the Export dropdown and selecting Print.
Was this document helpful?
Yes
No

Thank you for your feedback!