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 Credit Slips advanced search, report & export

Credit Slips advanced search, report & export Module

Developed by Community developer
  • PrestaShop
    1.6.0.4 - 1.7.5.0
module - Accounting & Invoicing - Credit Slips advanced search, report & export - 1
module - Accounting & Invoicing - Credit Slips advanced search, report & export - 2
module - Accounting & Invoicing - Credit Slips advanced search, report & export - 3
module - Accounting & Invoicing - Credit Slips advanced search, report & export - 4
module - Accounting & Invoicing - Credit Slips advanced search, report & export - 5

Overview

Displays the list of credit slips found by search parameters. Summed amounts and tax details are displayed for the listed credit slips. Exportable to PDF and CSV file.

What this product does for you

event_available

Productivity Analyze your store activity

event_available

Productivity Help save time

With this module, merchant can:
  • generate lists of credit slips based on various filter keys simultaneously
  • print all listed credit slips to PDF with one click or select credit slips from the list to be printed with one click
  • use an advanced search for credit slips
  • have information on summed amounts and tax details for all listed credit slips - report
  • Export credit slips report to PDF
  • Export credit slips list with to CSV - exported fields include total values for products and shipping (if repaid) and tax details for every tax type used in credit slips, separated by product and shipping taxes.

Features

LIST OF CREDIT SLIPS

Module displays table with following columns in the back office admin page:
  • Credit slip ID
  • Order reference
  • Customer first name and last name
  • First name and last name of the invoice address [optional]
  • Company name [optional]
  • VAT number [optional]
  • DNI [optional]
  • Total products
  • Total shipping
  • Currency
  • Shipping (repaid shipping cost – yes/no)
  • Credit Slip date
  • Order Status
  • PDF link (link for download PDF document of the selected credit slip)

REPORT FILTER

List of credit slips can be created based on advanced filter keys. Keys can be used simultaneously. For example, you might need to search for credit slips of the certain customer, created within the specific date interval.
Following keys can be used for the credit slips list creation:
  • Date-from (lists all credit slips with date equal or later than specified date)
  • Date-to
  • Order reference
  • Customer first name and last name
  • First name and last name of the invoice address
  • Company name
  • Currency
  • Repaid shipping cost
  • Order status
All listed credit slips or individually selected credit slips from the list can be downloaded to PDF with one click.

EXPORT TO CSV

List of credit slips with tax details for individual credit slips can be exported to CSV file. Data can be imported from CSV file to Excel or Googledocs sheet or any other CSV supporting application.
Exported CSV file contains detailed data for individual credit slips. All columns displayed in the browser are also exported to CSV. Additionally, tax details of every exported credit slip by tax names and tax rates, specified separately for tax on products and shipping are also exported to CSV.

REPORT

For the list of credit slips, report is generated automatically and displayed in the browser bellow the list. Report displays summed values for listed credit slips (tax excluded and tax included) for products and shipping. Tax details are displayed by different tax tyes and tax rates, separatelly for taxes on products and shipping. List of credit slips with report can be exported to PDF file. Details on search filter are written to PDF, so it is clear what search filter was used to generate the report when PDF is printed or sent to 3rd parties.
If there are credit slips with different currencies in the list, separate calculations is made for each currency.
Multiple currencies are supported - when there are credit slips issued in different currencies, report calculation is groupped by currency (values are summed separately for each currency).
Module is dynamic - not bound to any local settings. It supports any taxes, tax rules, currencies etc., that are used in your store. All values are read from your database and displayed dynamically.

DOWNLOAD REPORT PDF

By clicking button Download PDF button, a complete document including the list of credit slips and summed amounts is generated.

OPTIONS

Following fields are optional and can be enabled or disabled:
• First name and last name of the invoice address
• Company name
• VAT number
• DNI
Enabled fields will be displayed in the web browser, in PDF report and exported to CSV.

Frequently bought together

Add " Credit Slips advanced search, report & export" to your cart along with:

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  • Decrease the number of you store's abandoned carts by adding a notification that will appear directly in the customer's browser. This module can be installed and configured in just 30 seconds and displays the number of products in a customer's cart next to your store's favicon. It's a discrete and effective nudge to remind users they have a full cart and encourage them to check out!

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What your customers will like

You customers can get detailed report on credit slips for their orders.

Note: This module does not provide any front office functionallity directly accessible to your customers. But you can for example inform your customer that report on their  credit slips can be sent to them on request by sending them PDF or CSV file.

Support and updates

You automatically get 3 months of support for this product.

For 90 days after your purchase, you can enjoy technical and feature support, as well as access to updates available for this product.

Make sure this product runs well on your store for 12 months with Option Zen!

With Option Zen, you get access to ALL updates for the product for one year following purchase. Support from the product developer is available by email to answer all your technical and feature-related questions.

What is Option Zen?

Option Zen includes two services:

  • Unlimited after-sales support during the period covered by the option
  • Access to all updates for the product during the period

Option Zen is available at a discount when purchasing this product, but, if you miss out, you can also buy it via your customer account later. It is valid up to one year following the date of purchase of your product. The earlier you buy it, the longer you can enjoy it!

What does it include?

The following are included in Option Zen:

  • questions about using the module/theme;
  • solving technical problems related to the module/theme;
  • access to all module/theme updates.

The following services are not included in Option Zen:

  • customization and special development;
  • installing and updating the module/theme;
  • solving problems concerning third-party services, hosting, the server, or the PrestaShop software.

Testimonials

It do exactly what it has to do! Clear and easy...

Marco B. www.fruttaweb.com - 04/08/2016

The reviews were selected by the developer of this product according to the satisfaction expressed by the customers.

Installation

Installation:
- extract the downloaded .zip archive of this module to the /modules folder of your PrestaShop installation
- In your PrestaShop backoffice, navigate to Modules and Services
- under List of modules, navigate to 'Taxes & Invoicing'
- find module named 'Credit slips report' and click install

Translation:
=> Localization
    => Translations
         => MODIFY TRANSLATIONS 
                              - Type of translation: Installed modles translations,
                              - Select your theme: Default Bootstrap
               => Modify
                   -  Module creditslipsreport
 

What's New in Version 1.1.0(12/10/2018)

  • Filre report by Order status
  • Filter report by Invoice address name
  • Filter report by Company name
  • Display customer VAT number
  • Display customer DNI

About the developer

Community developer

Question?
Need help?

This developer answers your questions in:
en

$4999

Benefits:

  • 3 months of free support (Learn more)
  • Developed by a Top Developer
  • Documentation included
  • Compatibility v1.6.0.4 - v1.7.5.0

  • Version 1.1.0 (12/10/2018)

  • Available in en

Questions? Contact the developer
This developer answers your questions in:

en