How do I export a Credit Note?

Follow these steps to export a credit note:

1. Click the Main Menu.
2. Go to the Inventory tab.
3. Select the Credit Notes module.
4. In the List View, hover over any project task record to display the radio button on the left side.
5. Click the radio button.
6. Click the Export button.
7. Select any one of the following options:
   • Export Selected Records - This option will export only the selected record.
   • Export data in current page - This option will export the records on the current page.
   • Export all data - This option will export all the data in all the pages of the Exports module.

The exported record will be saved on your local system.

To learn more about Credit Notes, click here.