Print, email & save credit notes

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

• Enter details of the credit
  
  
• 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

If the Print credit note option was 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

If the Store PDF credit note option was 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
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6. Transactions

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

• Right-click over the credit note
  
  
• Select Print credit note