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    How can I produce a lost of Credit Notes Issued in the same or similar format to the standard “Invoices List” Report, or the “Outstanding Invoices List”

    So Looking for “Credit Note List”
    and “Outstanding Credit Note List”

    Tony Taylor


    I think there is a way of asking the report for totals or balances > or < 0 depnding on what you want...


    Hi Tony – you can just use the CREDIT NOTES screen. Click the FINANCES drop-down button (at the top of the main COv4 screen) then click CREDIT NOTES. The “Amount Allocated” and “Amount Unallocated” columns tells you how much of the Credit Note has been used.

    If you wish to search for Credit Notes which still have an amount remaining to be used, simply click SEARCH and then locate the “Amount Unallocated” field and enter >0 as the search criteria.

    Hope this helps!

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