You can access a full list of credit notes across all customers directly from the Credit Notes section in Kolleno.
How to Use the Credit Notes Table
Navigate to Credit Notes
Go to the sidebar and click Credit Notes. You’ll see a table listing every credit note issued across your company.
Apply Filters
Click the Filters button to narrow down results.
Customize the View
Use the column selector from table views to show or hide specific fields to match your workflow. You can sort by any column as needed.Export Your Data
After applying filters, click Export to download the list in Excel format. The file will only include the data you see on screen, making reporting faster and more focused.
Use Cases
Track all open or partially applied credit notes.
Export data for audits or finance reports.
Quickly review credit activity by date range or customer.