Page Comparison

1. Create credit note 

From the Credit Notes screen:

• Select/enter details of the item to credit, as usual
  

• Click Next

2. Options to print, save & email

• Check Total to credit

• Select the Type and enter the Description

• Options are available to:

  • Print credit note

  • Store PDF credit note

  • Email PDF credit note

• Tick the required option(s)

• Click Finish

3. Print credit note

When the Print credit note option

is selected (in step 2):

• An option to preview the credit note is offered -

• when selecting Yes, the credit note will be displayed
  

• Print options will also be displayed to allow you to send the document to a printer

4. Store PDF credit note

When the Store PDF credit note option

is selected (in step 2):

• The credit note is automatically stored as a PDF in the Letters or Documents screen

• (depending on where the credit note is being issued)
  

5. Email PDF credit note

If the Email PDF credit note option was selected in step 2:

• The credit note is attached as a PDF document to a new email message, with the relevant email address in the To field

6. Transactions

The credit note can also be printed from the Transactions screen:

• Right-click over the credit note

• and select Print credit note

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