Print, email & save credit notes

Owned by Fiona Wilson
Last updated: Jul 20, 2022
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

A credit note can be printed, saved as a PDF & emailed

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