Credit Notes report helps the user to have a detailed view of all the credit notes stored in the system.
A credit note is a document sent by a business to customers, indicating a reduction in the amount to be paid. The Credit Note Report offers a detailed overview of all credit notes stored in the system, providing transparency into adjustments made to customer invoices.
Accoxi, a modern accounting software, offers user-friendly and precise accounting solutions. The Credit Notes report in Accoxi provides a comprehensive view of all credit notes stored in the system. It includes details such as customer name, reference number, credit note date, used credit, balance credit, and net amount. Users can conveniently access this report from the sales section within the report module, enhancing their ability to manage and monitor credit transactions effectively.
MENU AVAILABLE IN CREDIT NOTES REPORT
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Field |
Description |
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Customize |
The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, customer and ref no. |
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Export to Excel |
By clicking this button, users can export the report to Excel. |
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Export to PDF |
Clicking this button allows the user to export the report to PDF. |
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This button enables users to print the report. |
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To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email. |
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Pagination |
The pagination control offers the capability to navigate from one page to another. |
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Exit |
Clicking the 'Exit' button allows the user to exit from the report. |
DATA AVAILABLE IN CREDIT NOTES REPORT
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Field |
Description |
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# |
The symbol '#' represents the number of lines in the given context. |
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Customer Name |
This field displays the customer name associated with the specific invoice. |
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Ref No |
This field displays the reference number associated with the specific credit note. |
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Credit Note Date |
This field shows the credit note date, indicating the date when the credit note was created. |
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Invoice No |
This field displays the sale invoice number from which the credit note is created. |
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Invoice Date |
This field displays the sale invoice date associated with the creation of the credit note. |
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Net Amount |
This field displays the total net amount of the credit note. |
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Used Credits |
"Used Credit" refers to the amount of the credit note that is utilized to adjust or offset another pending invoice of the same customer. |
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Balance Credit |
This column displays the balance credit amount remaining after the credit note has been used to adjust or offset against another transaction. |