Credit Notes Report

Credit Notes Report

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 in Accoxi

Accoxi is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and credit notes report included in it. Credit Notes report helps the user 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.

Credit Notes Report In Accoxi

When the user opens the ACCOXI account, Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization.

There are various heads of reports like Payables, Receivables, Accounts, Purchase, sales etc.

Click on the Sales head and select the option Credit Notes. 

By clicking on the Credit Notes option, details will pop up on the screen.

Credit Notes

Credit Notes

This report displays the customer name, reference number, credit note date, used credit, balance credit and net amount.  

           Fields

                                    Description

Customize Report

User can filter the credit note report by using the option Customize Report. By clicking on the customize report, user can filter the report by Customer, or by date between.

If the user using Customer option, need to select a customer. By clicking on the select option, list of available customers will appear and can select the required one.

User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the credit note details of the customers will appear on the basis of the date entered.

By clicking on Run Report, user get the customize report on the basis of data entered.

Print

If the user wants to take the print out the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to Report page and it contains the details regarding the print. User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, user gets the print out of the credit notes report.                          

Reference Number

It shows the reference number of the particular credit note. Reference number helps the user to identify transactions in records and it will be the continuation of the previous credit note.

Credit note Date

Credit note date will show on this field. It is the date when the credit note is created.

Customer Name

This field shows the customer name of the particular invoice.

Net Amount

It shows total net amount of the credit note.

Used credit

Used credit is the amount of the credit note, that using for another pending invoice of the same customer.

Balance Credit

This column shows the balance credit amount after used credit.

Menus Available in Print View

Credit Notes Report Print View

When the user clicks on the print menu, it opens to Report page. It shows the credit notes report and it consist of various menus. 

        Fields

                                   Description

Refresh

If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data.

 

Pagination Control

It controls the page navigation. User can select the page by using the page control keys or can enter the page number in the given box. After enter the page number, it will open to the screen.             

Page Setup

This menu helps the user to set the page size, page orientation and margin size.  By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab.

                 

Switch to Interactive Layout

It helps the user to change the page to Interactive Layout. By clicking on the icon, it will change to interactive layout.

        

Zoom

User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size.

                           

Print

By clicking on the Print button, user gets the print out of the report.

Export

Export menu enable the user to export the report to PDF format and can save in the system. When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format.            

                                                                   

Exit

Exit menu is for exit from the Print report page and it redirects to previous page.

 

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.