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Export customer credit notes

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Learn how to:

Export a list of customer credit notes as CSV, XLSX or XLS

  1. Click Sales > Credit Notes in Flare's main menu (1 below).

    sales-credit-notes.jpg

  2. Check the checkboxes next to credit notes you'd like included in the exported file (2 below).

    Check the credit notes for export to a spreadsheet

  3. Click the export icon and click the format you'd like to export (3 above).

Export individual customer credit notes as PDF

  1. Click Sales > Credit Notes in Flare's main menu (1 below).

    sales-credit-notes.jpg

  2. Click the credit note number for the note you'd like to export (2 below).

    Select the credit note to export as PDF

  3. Click the PDF icon to open as PDF (3 below).

    Export Credit Note as PDF

  4. Save the PDF.

Learn about other data that can be exported from Flare.

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