FAQs in this section
What are Receipt Notes?
What are the benefits of using Receipt Notes?
Is Receipt Notes available for the Sales Starter edition?
How can I create a Receipt Note?
Can I create a Receipt Note from a Purchase Order?
How can I add a section to a Receipt Note?
How can I add a product or a service to a Receipt Note?
How can I share a Receipt Note?
How can I export a Receipt Note?
How can I print a Receipt Note?
How can I add a document to a Receipt Note?
What is the Purchase cost in the Receipt Notes?
What should I do to display the purchase cost in Receipt Notes?
How can I change the template of the Receipt Note?
Table of Contents
You can change (customize) the template for a specific receipt note (RN) from the following two ways:
- From the Settings widget in the Summary View. Follow these steps to change the template:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Receipt Notes module.
- Open any receipt note.
- In the Summary View, Click the Settings widget.
- Click the Template Applied drop-down.
- Choose the template.
The new template will be applied to the RN document in the Summary View.
- From the Print Receipt Note screen. Follow these steps to change the template of an RN:
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Receipt Notes module.
- Open any receipt note.
- Click the More button.
- Click the Print icon.
- Select any template from the list of all available templates.
- You can perform any of the below options to view the applied template on the RN document:
- Edit & Export - You can edit the document and export the RN to your local system.
- Email with PDF - You can email the RN as a PDF to a contact.
- Print - You can print the RN and keep a hard copy.
- Save as PDF - You can save the RN as a PDF on your local system.
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