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What are Credit Notes? When are customers given credit notes? Why are credit notes used? Are credit notes available in the Sales Enterprise edition? Is credit notes available as a module by default? What are the statuses in which a credit note can possibly be in? How can I create a credit note? How can I apply credit amount to an invoice from a credit note? What happens when all the credits in a credit note are applied to invoices? Can any user apply credits on an invoice? How can I add a new product or a service to a credit note? How can I add a new section to a credit note? Can I create and link an invoice from a credit note? Can I share a credit note? How can I print a credit note? How can I export a credit note?

How can I change the template of a credit note?

Table of Contents
There are two ways from which you can change the template of a credit note.
  1. Print Credit Note screen
  2. Settings Widget
  • Follow these steps to change the template of a credit note from the Print Credit Note screen:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Credit Notes module.
  4. Open any credit note.
  5. Click the More button.
  6. Click the Print button.
  7. Select the template you want from the list of all templates.
  8. You can perform any of the below options:
    • Edit & Export - You can edit the credit note and export it to your local system.
    • Email with PDF - You can email the credit note record as a PDF to the contact.
    • Print - You can print the credit note and keep a hard copy.
    • Save as PDF - You can save the credit note as a PDF on your local system.
Note: This is a temporary change only until the credit note is printed.
  • Follow these steps to change the template of the credit note from the Settings widget:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Credit Notes module.
  4. Open any Credit note.
  5. Go to the Settings Widget.
  6. Click the Template applied drop-down.
  7. Select the template of your choice. The template will be applied to the credit note instantly.
Note: This is a permanent change and will be applied to the credit note immediately.
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