Morning All, I have been asked to provide the list of all credit notes issued during the period from 1 April 2024 to 31 March 2025.
I cannot find this report at all or find a way to create it. Your help is appreciated.
Hi Princess_R , Amandah73 , in the desktop program the Sales Register Detail report can be filtered for Credits.
Hi Princess_R , Amandah73 , in the desktop program the Sales Register Detail report can be filtered for Credits.
Mike_James, I did end up being able to use the Sales register Detail [All Sales] report and then sorted by Amount and then in Ascending order - This has created the report perfectly - thank you for your help.
Hi Amandah73,
There isn't a specific report that exclusively lists credit notes issued to customers. However, credit notes are generally recorded depending on the type of transaction and typically show up in broader reports, such as Account Receivable and Customer transaction report. You'd need to go through these reports to pull out the credit notes for the time period you're after. For more info on all the sales-related reports, check out this link.
Cheers,
Princess
Thanks but that seems to only show the open credits for that period - Im after all of the credits credited for the year. Thankyou
Thank you - but that means going through 236 pages of transactions.
Amandah73 , you're right; unfortunately Credit is a status, not a document type, so once the credit has been settled or applied to an invoice, the status changes.
Another way to find them is to export your sales invoices (File, Import/Export wizard) to a text file, open the text file via the link that appears after the export is done, copy and paste the text to Excel, then filter or search for the lines where the total is negative. Sales have to be exported by type (item, service).
Amandah73 , good work!
