FreshBooks credit notes in a live spreadsheet
Add the Credit notes table to a sheet as a data source named credit_notes and its 12 columns become names your formulas, pivot tables and charts use. Sheets reads it from your FreshBooks business each time the sheet opens or refreshes.
Formulas on this table
=data.credit_notes.sum(total) Total total. Adds up the Total column over every row of Credit notes.
=data.credit_notes.sum(total, type, A2) Total per type. With a type in A2, the total for that one. Fill it down next to a list of them.
=list.credit_notes(type) Every type, once. Spills the distinct type values down the column: the row labels for the formula above.
=data.credit_notes.sum(total, date, ">=2026-01-01") Since a date. Only rows whose Date is on or after 1 January 2026. Criteria such as ">=", "<" and "<>" work as in any spreadsheet.
=data.credit_notes.count(id, type, "<>") Rows with a type. Counts the rows whose Type is not empty.
=data.credit_notes.avg(applied) Average applied. avg, min, max, count, countd (distinct) and first work the same way as sum.
Columns
| Column | In formulas | Type |
|---|---|---|
| ID | id | Text |
| Credit note no. | credit_note_no | Text |
| Date | date | Date |
| Client | client | Text |
| Client ID | client_id | Text |
| Total | total | Number |
| Applied | applied | Number |
| Type | type | Text |
| Status | status | Text |
| Currency | currency | Text |
| Archived | archived | Yes / no |
| Updated at | updated_at | Date and time |
Other sales tables
Your credit notes, live
Invoices, payments, expenses and time entries become tables that formulas, pivot tables and charts read directly. Your numbers stay current without exporting.