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:
- Click the Reports section on the left sidebar and go to the Credit Note Details report under Payments Received section.
- Click the dropdown on the top-left corner (next to the Hamburger icon) to generate this report for other time periods. If you would like to generate a report on credit notes of a particular status, click the Customize Report option on the top to get it done.
- You can to print this report by clicking on the print icon on the top right corner.
- If you would like to export this report in PDF/XLS/CS format, click Export As button. You can also view this report in Zoho Sheet.