Filtering and Exporting your Note for settlements?

In this article, we will cover how to filter note for settlements and credit notes by country, order type, and period. 

Let's get started!

To access your Note for settlements and credit notes: 

1. Go to Finance in the main menu. 
2. Click on the Notes for settlement tab

Filters

The filters can be used individually or combined. Below is the definition of each filter:

• Time (period)
  • Here you can filter orders based on the time of their creation. You can filter by this month, last month, last quarter, last year, and all time.

• Type
  • Here you can filter orders based on the type of order it is. You can filter by B2B orders,  B2C, or both.

• Country
  • Here you can filter orders based on the country of the order. You can filter by all the markets Bemakers enables sales to. 

The Gross Sales and Net Sales amounts will adjust according to the filters applied.

If you need to clear out any filter selected, click on the Clear filter  

Exporting your Note for settlement

You can export all your note for settlements, or filter them, before downloading. To export your note for settlements simply click on Export in the right corner. 

Exporting your credit notes

You can export all your credit notes, or filter them, before downloading. To export, your credit notes simply click on Export in the right corner.