There are two ways from which you can change the template of a Credit Note.
- Print Credit Note screen
- Settings Widget
- Follow these steps to change the template of a credit note from the Print Credit Note screen:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Credit Notes module.
- Open any Credit Note.
- Click the More button.
- Click the Print button.
- Select the template you want from the list of all templates.
- 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:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Credit Notes module.
- Open any Credit note.
- Go to the Settings Widget.
- Click the Template applied drop-down.
- 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.
To learn more about Credit Notes, click
here.