---
title: "Credit note list (printout)"
description: "How to find, filter and print the credit note list in Sapera — an overview of issued and redeemed credit notes with remaining value and movements."
url: https://support.sapera.io/en/articles/321-credit-note-list-printout
collection: "Credit note printouts"
updated: 2026-06-28
language: en
alternates: [da]
---

# Credit note list (printout)

How to find, filter and print the credit note list in Sapera — an overview of issued and redeemed credit notes with remaining value and movements.

## Credit note list (printout)

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**).

### What the printout shows

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.

### Parameters

#### Org. units

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.

#### Per date

Calculate the credit notes' status — including residual value — as of the selected date.

#### Sold after

Include only credit notes that have been sold (issued) after the selected date.

#### Movement from.

Earliest date for the movements that are included.

#### Movement to

Latest date for the movements that are included. Together with **Movement from.** the movements are limited to an interval.

#### Is used

Filter on whether the credit note has been used (redeemed).

#### Issued org. units

Limit to credit notes that have been **issued** in specific organizational units.

#### Redeemed org. units

Limit to credit notes that have been **redeemed** in specific organizational units.

### Permissions

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](https://support.sapera.io/en/articles/545-sadan-soger-du-i-lister.md).

### Settings support can configure

In addition to the filters shown in the print dialog, the printout has one setting that controls its behaviour and can be adjusted by support per company. If you want it changed, contact support and refer to the setting below. The technical name is shown in parentheses.

-   Limit to the current accounting set, or include across accounting sets (limitonmetalevel)
    

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**Want to know more?**

Read more in these related articles:

[

Gift cards

Manage gift cards in Financial: create, sell, redeem and cancel gift cards, and set up gift card types as templates.

](https://support.sapera.io/en/articles/133.md)[

Gift card (printout)

The gift card document for a single gift card.

](https://support.sapera.io/en/articles/460.md)