Send a credit note

Send a credit note by email

When you finish entering details, email your credit note using the Save and Email option. Alternatively, view the credit note later and select Email from the right-hand panel.

When you select either option, the Email Credit Note dialog box pops up. Within it, you can enter the To and Cc email addresses. Decide whether you want a copy and specify attaching a PDF version of the credit note to the email

The Subject and Message text shown here originate from the defaults set in Document Emails under Settings. You can modify these within the Email Credit Note dialog.

Preview and print a credit note

Preview your credit note on screen to view its appearance before printing. It will display your template, logo, and any customisations you've made.

To preview your credit note, select the Print preview option from the options pane on the right of the credit note.

After previewing, use the dialog to mark the credit note as sent or leave it unsent.

What happens when I send a credit note?

• The timeline on the credit note update's and show's as SENT
  
• The issued status of the credit note shows as Yes on the Sales Credit Notes list