This report displays all debit notes that were issued to clients within the specified time period.
Filter the displayed debit notes by Account or Client column – see Common Tasks/Filtering Lists.
- Click in the Date Issued From and To fields and select the dates from the respective calendars to determine the date range for which you want to generate the report.
- Click Go to generate a report on all debit notes that were issued within the selected date range. Information is displayed under the following headings
- Date Issued
- Account
- Client
- Contract
- Sign Up Date
- Sales Consultant
- Ref
- Reason
- Total
Click the Export as (csv) icon if you want to export this debit notes list to a format that can be viewed and edited in, for example, Microsoft Excel.
