Credit Notes Report in Accoxi

Credit Notes report helps the user to have a detailed view of all the credit notes stored in the system.

CREDIT NOTES REPORT

The credit note is a document that is sent by a business to its customers, it shows the customer the amount to be paid has been reduced. Credit note report is a report that provides a detailed view of all the credit notes stored in the system.

Credit Notes Report

CREDIT NOTES REPORT IN ACCOXI

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

Field

Description

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.

Export to Excel

By clicking this button, users can export the report to Excel.

Export to PDF

Clicking this button allows the user to export the report to PDF.

Print

This button enables users to print the report.

Email

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.

Pagination

The pagination control offers the capability to navigate from one page to another.

Exit

Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN CREDIT NOTES REPORT

Field

Description

#

The symbol '#' represents the number of lines in the given context.

Customer Name

This field displays the customer name associated with the specific invoice.

GSTIN

Showing the GST number of the customer.

Ref No

This field displays the reference number associated with the specific credit note.

Credit Note Date

This field shows the credit note date, indicating the date when the credit note was created.

Invoice No

This field displays the sale invoice number from which the credit note is created.

Invoice Date

This field displays the sale invoice date associated with the creation of the credit note.

Net Amount

This field displays the total net amount of the credit note.

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.

Balance Credit

This column displays the balance credit amount remaining after the credit note has been used to adjust or offset against another transaction.

Related Topics

Frequently Asked Questions?

01Can I take print out of the Credit Note report? How can I do it?

Yes. You can take print out of the Credit note report. It can be done by the following steps;

  • Click on the Reports module.
  • Select the report Credit Notes from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print menu to get the printout of the report.

02What do you mean by Credit Note report in Accoxi?

Credit Notes report helps you to have a detailed view of all the credit notes stored in the system. This report displays the customer name, reference number, credit note date, used credit, balance credit and net amount

03How can I get credit note reports of a particular customer?

Yes. You can filter the credit note report by using the option Customize Report and can filter the data with a single customer. It can be done by following steps;

  • Click on the Reports module.
  • Select the report Credit Notes from Sales head.
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by customer, or by date between. If you want to filter data by customer option, need to select a customer.
  • Click on Run Report to get the customize data.

04Can I export the Credit Note report in to Excel format? How can I do it?

Yes. You can export the Credit Note report to excel format.

  • Click on the Reports module.
  • Select the report Credit Notes from Sales head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • Click on the Export menu at the bottom right side of the page.
  • New tab will appear for save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

05Is there any option to access the Credit Note View from Credit Note Report? How can I do it?

Yes. You can access the Credit Note View form with in the Credit Note report by using the drill down option on Reference number field.

To check the credit note details of an invoice, click on the Reference number field. While clicking on the field, it opens to the Credit note view.    

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