• Client
  • Managing Employee Benefits and Orders
  • Billing, Invoices and Contracts

How do I view and download Credit Notes on the Pluxee Client Portal?

2 min to read

To check your organization’s Pluxee Credit Notes, follow the steps below using the Pluxee Client Portal:

  1. Go to https://account.clients.pluxee.in and log in using your registered email ID.
  2. Select your Contract ID.
  3. On the top-right corner, click the three-line menu icon(☰).
  4. From the ‘Glance’ dropdown, choose ‘Credit Note Glance’.
  5. You will see the complete list of all credit notes issued to your account.
  6. Click ‘Export to Excel’ to download either:
    1. A summary sheet
    2. A detailed report
  7. You can also generate and download a PDF copy of a selected credit note