How can we collect a report related to Refunds and Credit Notes?

Problem Statement

This article explains how to get a summary of all refunds processed on your Chargebee site and where to find refund and credit note reports.

Solution

You can collect refund and credit note reports in three ways: using the Total Refunds metric in Revenue Story, exporting credit notes, or exporting refund transactions.

Method 1: Total Refunds metric in Revenue Story

Add the Total Refunds metric to your Revenue Story dashboard with the granularity and report form you need. Watch this video to add the metric and download reports.

Method 2: Export credit notes

1. Go to Invoices and Credit Notes > Credit Notes.
2. Apply a filter: Date between [date range].
3. Click Export > Download Data.
4. Unzip the file and open CreditNotes.csv. It contains all credit notes for the selected period.

Watch this video for a walkthrough.

Method 3: Export refund transactions

1. Go to Logs > Transactions.
2. Apply filters: Date between [date range], Type is Refund, Status is Success.
3. Click Export > Download Data.
4. Unzip the file and open Transactions.csv. It contains all successful refund transactions for the selected period.

Watch this video for a walkthrough.