Overview
Download a record of all credit notes for bookkeeping or audit.
Steps
Head to Finance → Credit Note.
Use Export at the top right.
Select file format (CSV/Excel).
Save to your local drive.
Tips
Export quarterly for tax filings.
Filter by client or date before exporting to refine data.
Troubleshooting / FAQs
Q: Export button unresponsive.
A: Disable any ad-blocker or browser extension that might block scripts.