Email or Print Credit Note

PRINT CREDIT NOTE

Open an existing credit note in View/Edit mode. Use the Credit Note options drop down list to select the Print to PDF option.

Credit Note options

Depending on your web browser settings, you will be prompted to open or save the PDF.

EMAIL CREDIT NOTE

Open an existing credit note in View/Edit mode. Use the Credit Note options drop down list to select the Email option.

The fields in the Email window can be edited as required.

Email Credit Note

From: Defaults to the user's email address.
To: Defaults to the email address specified in the customer record.
CC: Defaults to the user's email address so that you have a copy and record of the credit memo sent out.
Subject: The subject as it appears to the recipient of the email.
Attachment: The attached document.
Body: Replace or add to the default text as required.

Click on the Send button to transmit the email.