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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:
    1. Click the Main Menu.
    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 Main Menu.
    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.

To learn more about Receipt Notes, click here.
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