Credit notes per period (Reports menu)

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The following five (5) reports are available to analyze credit notes:

1.Credit notes per period - Customer group 1 - List the credit notes by customer reporting group 1 linked to customer accounts on Action → Customers.  

2.Credit notes per period - Customer group 2 - List the credit notes by customer reporting group 2 linked to customer accounts on Action → Customers.  

3.Credit notes per period - Document group 1 - List the credit notes by document reporting group 1.  

4.Credit notes per period - Document group 2 - List the credit notes by document reporting group 2.  

5.Credit notes per period - Salesperson - List the credit notes by salesperson (person who processed the credit note).

This report only includes Credit notes which are posted. Unposted Credit notes will be NOT be included in this report.

To print Credit notes by Reporting groups reports:

1.On the Reports ribbon, select Reports → Sales analysis → Credit notes per period.

2.Select the following:

a)Report - Select the Credit notes per period - Customer group 1 (default), Credit notes per period - Customer group 2, Credit notes per period - Document group 1, Credit notes per period - Document group 2 or Credit notes per period - Salesperson report.

b)Period - Select the period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates.

c)Sequence - Select "Customer code" to print the report by account code or "Description" to print the report by account description (name).

d)New page per account - If this option is selected (ticked), it will print the transactions for each account on a new page.

The Company details will not be printed as in the Page header. The company name is displayed in the Page footer.

3.Click on the OK button.

An example of the Credit notes per period - Customer group 1 report, is as follows:

Page 1

Each Reporting group will start on a new page.

Page 2

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