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:

• Navigate to Reports.

• Go to Credit Note Details report under Payments Received.

  

• Click the dropdown in 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 Customize Report and configure the report accordingly.

  

• You can to print this report by clicking on the print icon in the top right corner.

• If you would like to export this report in PDF/XLS/CSV format, click Export As. You can also view this report in Zoho Sheet.

Was this document helpful?

Yes

No

Let us know where we can improve

We can wait. Take your time to draft us your question.

Umm.. where do we send the response?

By clicking Submit, you agree to our Privacy Policy.

Submit Cancel

Thank you for your feedback!