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Mar 28, 2019 8:33 PM UTC
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Hello! Can anyone inform me how I can generate a report showing a list of credit notes issued to customers? Thanks so much, Vanessa

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MirriamMAnswer
Mar 28, 2019 9:59 PM UTC

Good day, businessinbalanc,

 

I'm here to help share information on how to pull up reports to show a list of credit notes issued to a customer.

 

Here's what you'll need to do:

  1. Go to Reports from the left navigation menu.
  2. In the search bar, type Transaction List by Customer.
  3. Click the Customise button at the upper right hand.
  4. Go to the Filter section, then choose Credit Note for the Transaction Type.
  5. Click Run report.

That's it! By following the steps above, you're now able to pull up a report which shows a list of credit notes issued to a customer.

 

For future reference, here's a great resource that you can check: Run Reports.

 

If there's anything else you need help with in running reports, please let me know. I'd be happy to answer it for you. Have a great day!

1 reply

MirriamMAnswer
Mar 28, 2019 9:59 PM UTC

Good day, businessinbalanc,

 

I'm here to help share information on how to pull up reports to show a list of credit notes issued to a customer.

 

Here's what you'll need to do:

  1. Go to Reports from the left navigation menu.
  2. In the search bar, type Transaction List by Customer.
  3. Click the Customise button at the upper right hand.
  4. Go to the Filter section, then choose Credit Note for the Transaction Type.
  5. Click Run report.

That's it! By following the steps above, you're now able to pull up a report which shows a list of credit notes issued to a customer.

 

For future reference, here's a great resource that you can check: Run Reports.

 

If there's anything else you need help with in running reports, please let me know. I'd be happy to answer it for you. Have a great day!