1: Access Credit Notes
From the left-hand navigation menu, select Credit Notes.
2: Initiate Export Process
In the top right-hand corner, click on Actions.
From the drop-down menu, select Export XLS.
3: Select Data to Export
A pop-up will appear for data selection.
Choose between:
All Agencies or Specific Agencies.
Optionally, select a specific project.
4: Choose Date Criteria
Select either Create Date or Paid Date.
Specify your date range using the Date Picker.
5: Apply Date Range
After selecting your date range, click on Apply.
6: Complete Export
In the bottom right-hand corner, click on Export.
The Excel document will automatically download to your computer or laptop.