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.
The template will be applied temporarily to the RN.
To learn more about Receipt Notes, click
here.