On the credit notes page, filter your credit notes by number, contact, tag, time frame and state in order to find the credit notes you wish to export.
When exporting these credit notes, you have two options. You can see them all by clicking
- Export as CSV: This option will export the most frequently-needed information to a format that you can open up and see in Excel.
- Export as PDF: As it sounds, this option will export a file containing all your credit note information. For technical reasons, you can only export invoices in PDF format for a maximum period of 31 days. You would just have to set the filter, and you can export month by month if needed. We always recommend downloading your invoices in CSV format.
Tip: If you'll need future invoices in PDF, we would recommend setting up a zap to automatically save your PDF credit notes in GoogleDrive, Dropbox etc. so you don't have to download them every month.