Why may I want to use this report? - If you are working on your accounts and want an easier view of what invoices and credit notes have been raised on one screen
1. Admin Centre
From the Admin centre in Cloud Commerce Pro, click the Reports button.
2. Reports Screen
Once in the reports section, click on the report titled - Invoices & Credit Notes Report
3. Apply Product Filters
This report will then show a number of filters:
Date from and To - Manually select the date range
Date range - A pre selected date range
Channel - The sales channel you wish to view
Customer - If there is a specific customer you wish to view
Type - The type of customer whether that be retail or trade
Show - This filter will allow you to choose between invoices, credit notes or both
4. View or Export Report
Once you have applied the relevant filters, you have the option to view the report on your screen by clicking the View Report button.
Alternatively, click the Export Report button to export the information into a spreadsheet.
Both methods will show the same results.