How to Extract and Export Debtor and Creditor Notification Reports

Here is an explanation of how to generate reports on debit and credit notes, where you can generate reports on debit notes or credit notes in two ways:

First Method: Directly from the Notifications Page

1. Credit Notes

   • Go to: Sales > Sales Invoices > Credit Notes from the top options.

   • You can filter the data before exporting.

   • Click Export to extract the report to Excel,

2. Debit Notes

   • Go to: Purchases > Purchase Invoices > Debit Notes from the top options.

   • You can filter the data before exporting.

   • Click Export to extract the report to Excel,

Second Method: Through Tax Reports

1. Go to: Reports > Tax Credit Notes Report or Tax Debit Notes Report.

2. Select the filter by date (from a specific date to a specific date).

3. The report displays the following data:

   • Credit or Debit Note Reference

   • Original Invoice

   • Credit or Debit Note Description

   • Customer or Supplier Name

   • Reference Number

   • Tax ID of Customer or Supplier

   • Issue Date

   • Due Date

   • Total Note before Tax

   • Tax Amount

   • Total Note after Tax

4. You can export the report to Excel or PDF.

Important Notes

• Use the filter to precisely select the required period before exporting.

• Make sure to select the correct type of note (credit or debit) according to your needs.