The credit note list is an overview printout of credit notes in Sapera. It gives you a complete picture of which credit notes have been issued, how much has been redeemed, and what remains as residual value — limited to the period and stores you select.
You find the printout from the credit note overview in Financial under Gift cards & credit notes → Credit notes. In the overview's print menu you fill in the criteria below and select a format (PDF or Excel).
For each credit note, the printout shows the key information: credit note number, issued amount, redeemed amount and remaining residual value, as well as dates of issue and redemption. In addition, it shows the unit (store) where the credit note was issued, and the unit where it was redeemed, together with the associated sales and invoice number. When you specify a movement interval, the printout also summarizes the period's movements (issued and redeemed amounts in the period).
The printout is available in a regular PDF variant for printing and an Excel variant, if you want to work further with the figures in a spreadsheet.
Limit the printout to credit notes in one or more organizational units (stores). If the field is left empty, all the units you have access to are included.
Calculate the credit notes' status — including residual value — as of the selected date.
Include only credit notes that have been sold (issued) after the selected date.
Earliest date for the movements that are included.
Latest date for the movements that are included. Together with Movement from. the movements are limited to an interval.
Filter on whether the credit note has been used (redeemed).
Limit to credit notes that have been issued in specific organizational units.
Limit to credit notes that have been redeemed in specific organizational units.
The printout only shows credit notes from the organizational units (stores) you have access to. If you only have access to one unit, the list is automatically limited to it, regardless of what you select in the unit filters. If you are missing expected units in the printout, it is typically due to your access rights — contact your administrator.
You can filter and sort in the credit note overview itself before you print. See How to search in lists.
Want to know more?
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Manage gift cards in Financial: create, sell, redeem and cancel gift cards, and set up gift card types as templates.
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