WooCommerce stores every refund as a shop_order_refund post linked to its parent shop_order via post_parent. Refund amount, reason, and date live in standard WooCommerce keys (_refund_amount, _refund_reason). Credit Notes plugins layer on a credit-note number and an issue date, usually as postmeta keys (_credit_note_number, _credit_note_date).

The default Orders screen shows refund totals as a column on the parent order but doesn't surface the credit-note number, the reason, or let you sort by month of issue. Finance teams have no way to pull a clean credit-issued total for the period without exporting refunds and joining manually.

SleekView reads shop_order_refund directly and joins back to the parent order for customer and currency. Credit-note number, reason, amount, and date pivot into named columns. A monthly close view groups by issue date, sums credit-note amounts, and splits by reason category.

Credit notes are a finance object, not an order-screen sidebar. The monthly credit-issued total is a top-line metric for any store with returns, goodwill spend, or B2B account credits, and the default WooCommerce admin makes it almost impossible to pull without exporting refunds and joining manually. The data is already there as shop_order_refund posts (or HPOS refund rows) with credit-note number and reason in postmeta.

What's missing is the ledger view where finance can group by month, split by reason category, and reconcile against the general ledger without leaving WP Admin. SleekView's pivot creates that ledger. A finance lead closes the month in one screen, an operations team tracks damaged-vs-return ratios over quarters, and customer support checks per-customer credit history before issuing a new one.

The plugin already does the credit-note generation, SleekView just turns the refunds list into the operational ledger finance needs.