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?

How can I change the template of the receipt note?

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:
    1. Click the Menu icon.
    2. Go to the Inventory tab.
    3. Select the Receipt Notes module.
    4. Open any receipt note.
    5. In the Summary View, Click the Settings widget.
    6. Click the Template Applied drop-down.
    7. 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:
    1. Click the Menu icon.
    2. Go to the Inventory tab.
    3. Select the Receipt Notes module.
    4. Open any receipt note.
    5. Click the More button.
    6. Click the Print icon.
    7. Select any template from the list of all available templates.
    8. 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.
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