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How to Export Credit Notes to PDF

Austin Brummer avatar
Written by Austin Brummer
Updated over a month ago

1: Access Credit Notes

  • From the left-hand navigation menu, select Credit Notes.

2: Open Export Options

  • In the top right-hand corner, click on Actions.

  • From the drop-down menu, select Export Zip.

3: Select Credit Notes to Export

  • Choose the credit notes you want to export:

    • Individually check the boxes next to each credit note.

    • Or, to bulk select, click the box in the top left corner next to the title Raised.

4: Export Selected Credit Notes

  • In the bottom left corner, click on Export.

  • The selected documents will be exported to your computer or laptop in a zip file.

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