Invoices and Credit notes
To be able to see all the generated invoices in your Simplero account navigate to the Sales >> Invoices page.
At the top you’ll find a summary of your Revenue, Taxes, CC fees and Affiliate Commissions summary and a detailed table with all the invoices that have been processed through your Simplero Account:
By clicking on the three dots on the top right corner you’ll also find Transactions, Tax Reports, and Stripe payouts.
Create a report for accounting purposes
You can modify the invoices tab so it shows the information you need to report. Som suggestions:
Use the filter to find the list of invoices you are looking for (by date, amount, product, etc)
Add extra columns if you need more information
Export this information as Excel or CSV
Once you have added all the information you will need often, save the view so you don't need to do this every time!
Finding your credit notes
To display your credit notes:
Click on the three lines to add a filter
Choose Amount
Select negative
If you are looking to edit your Invoice Settings check out this guide.
