Credit note report
This report provides you with a list of all credit notes issued.
Finance > Financial reporting > Credit notes report
This can be exported by clicking 3 dots > Export.
On the group platform, this report looks similar, but summarises the data as overall setting data. To view the nursery-level data, simply click on the site name.
Balances report
The balances report lists all children in the nursery and tracks their balance over a set period of time.
The table shows the balance at the start and end of the window selected, the sum of all invoices raised, as well as all of the credit notes, balance adjustments and payments made during the time frame.
On the group platform, this report looks similar, but summarises the data as overall setting data. To view the nursery-level data, simply click on the site name.