Reports: Credit Notes

Estimated reading time, 7 minutes

This report provides a comprehensive detail of all credit notes issued to cancel transactions during the selected period. This type of report is key in managing refunds and financial adjustments, as it allows accurate tracking of total funds returned to customers. In addition, it helps to identify and analyze patterns in returns, which is useful for detecting trends and possible recurring problems that require attention. With this information, it is possible to implement corrective measures and optimize return policies to reduce the frequency of refunds and improve customer satisfaction.

Segment	Description
Start date / End date	These fields allow you to set a range of dates to consult the credit notes generated in that period.
Start Time / End Time	From here you can set the report to a specific time interval within the period.
Search	Allows you to filter the report once the date or time has been set.
Today / Yesterday / Week / Last Week / Month / Last Month	These are the preset filters to speed up the query according to different common periods.
Entries	Shows how many entries are being displayed.
Downloads	Allows you to download data in formats such as Excel or PDF for external analysis or logging.
Copy	Allows copying the general data of the report directly to the clipboard.
Print	Presents a printable version of the report.
Search Bar	To search by order number, amount or description.
Order	Unique identification number of the order or transaction.
Order Type	Classification of the order, such as to-go, on-premise, or home delivery.
Invoice	Number or identifier of the invoice associated with the order.
Customer	Name of the customer who made the purchase (if registered in the system).
Employee Opens	Employee who registered or opened the order in the system.
Date Opened	Date and time the order was opened.
Subtotal	Sum of the amounts of the order items before taxes, discounts and gratuities.
Discounted Items	Number of items in the order that have some type of discount applied.
Order Discount	Total discount applied to the entire order.
Discount Approved by	Employee or supervisor who authorized the discount applied to the order.
Taxes	Total taxes applied to the order.
Total Tips	Total amount of tips added to the order.
Total	Final amount of the order, including discounts, taxes and tips.
Cash	Amount paid in cash for that order.
Debit	Amount paid by debit card.
Credit	Amount paid by credit card.
Check	Amount paid by check.
Other	Amount paid by other payment methods, such as vouchers, transfers, etc.
More	This icon allows you to access additional details about the order. When clicked, it displays a view with two main sections.
	Detail	Displays detailed information about the transaction, such as service times or the history of modifications to the order.
	Item	Complete list of the individual items in the order, with descriptions, prices and quantities.