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 - if 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 in the Letters or Documents screen as a PDF document
  
  

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
  
  
• Select Print credit note