Exporting credit note data

Export your credit note data into a .CSV format

Updated over a week ago

You can export your credit note data in a .CSV format by navigating to the Credit note menu and clicking the 'Export' button in the top right of your screen.
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You can export all of your data or filter it by a specific start date and end date. So we'll only export the data generated between those two dates.
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When you initiate an export we'll generate the data in a .CSV format in the background so you can keep using the Billsby control panel. Once complete, we'll email you a link to download the file.

Your data will be emailed to the email address your Billsby account is registered to.

To update your account email address, navigate to [Your name] > Edit profile

This will export the following credit note data:

  • Credit note ID

  • Created on date

  • Amount

  • Status

  • Currency code

  • Customer Unique ID number

  • Customer full name

  • Customer email address

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