Credit Note Report Module

📘 Credit Note Report Module Guide

The Credit Note Report Module helps you track and download all issued credit notes — including cancellations or refunds. It's designed for clear visibility, organized data, and flexible exports.

🧭 Step-by-Step Instructions

1️⃣ Use the Date Filter

Begin by selecting:

• From Date
   
• To Date
   

⛔ You must apply a date range to enable search and export.
 

2️⃣ Select Report Level

Choose how you'd like the credit note data to be grouped:

• Product Level – Totals grouped by product.
   
• Credit Note Level – Totals grouped by each credit note.

3️⃣ Click Search 🔍

Click the Search button to load matching credit notes.

You will see:

• ✅ Discount Total – Total discounts issued in credit notes
   
• ✅ Shipping Total – Total refunded shipping cost
   
• ✅ Total Tax – Total refunded tax
   
• ✅ Total – Final total of all credit notes in selected range

📤 Exporting the Report

Once your data is visible, use the Export Dropdown and Download Button to export the report.

💾 Supported Formats:

• CSV – Best for spreadsheets (Excel, Google Sheets)
  
  
• XML – Great for system integrations or archives
  
  
• JSON – Suitable for APIs or developers
  
  

✅ Works for both Product and Credit Note levels.

⚠️ Export Limits

• 📅 Date range is mandatory – Without it, export options are disabled
   
• 📊 Max entries allowed: 5000
   
• 💾 Memory limit: 1024 MB
   

If the limit is exceeded, the system will show an error message.