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

Contents:

  1. Admin Centre

  2. Reports Screen

  3. Apply Product Filters

  4. View or Export Report

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.

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