Section 8: Reports > Accounting Reports

Credit Note Listing

This report is an abbreviated listing of each credit note over a specified period of time (see Credit Notes). It is printed in landscape orientation.

Report totals include the total number of credit notes, total parts, labour, shipping, handling, and travel charges, individual taxes, and a grand total. The report may be sorted by credit note number, credit date, billing customer account number, or billing customer name. And it may be filtered by billing customer and business location.

Report Option Fields

Field

Description

Customer

Enter an assigned customer account number for which to generate the report, 0 for miscellaneous customer accounts, or leave blank for all customers. Optionally, select the customer name for which to generate the report.

Bus. Location

Enter or select the business location for which to generate the report or leave blank for all business locations. This report option is not available in the Repair Lite and Repair Micro editions.

Date Range

Enter or select the starting date for records to include on the report or leave blank for all records before the ending date. Also enter or select the ending date for records to include on the report or leave blank for all records after the starting date. The date range is based on the credit note date.

Sort by

Select the desired sort order, either by credit note number (the system default), by credit date, by billing customer account number, or by billing customer name.

 

The Parts, Labour, Shipping, Handling, and Travel charge columns, as well as the tax columns, are all calculated after any discounts have been applied.

The Travel charges column is not available in the Retail SQL and Retail editions. The tax columns are included only if the taxes have been configured (see Taxes).

More:

Customer Account Balances