Invoicing & Billing - Credit Note
Send a Credit Note
You can export the Credit Note as PDF, document, excel or image format and send to your customer in a manual way. Or send the Credit Note directly to them.
1. On the left menu, choose Sales > Credit Note. On the Credit Note listing, choose the orange Send button of your Credit Note.
2. Configure the template, receipients, email content before sending the document out.
Before you can send the Credit Note, you need to configure the Email Server.
Info
| Column | Description |
|---|---|
| Template | Choose which template to be viewed by your customer. |
| To | By default, all the contacts from the customer in this Credit Note will be listed. Only the selected Bill To and Ship To contact will be auto selected. Should you need to include other receipients, just select the email address from the To list. In some cases which you need to send the Credit Note to other receipient instead of those listed under the To list, click on the plus button button ( + ) under To list. |
| Also To | Enter receipient email which is not listed in To list. If there are more than 1 recipient, separate the emails with semicolon ( ; ). |
| CC | Enter receipient email which you want to CC them in the email. If there are more than 1 recipient, separate the emails with semicolon ( ; ). |
| BCC | Enter receipient email which you want to BCC them in the email. If there are more than 1 recipient, separate the emails with semicolon ( ; ). |
| Additional Attachment | By default, the Credit Note will be sent as PDF attachment together with this email. You can include other necessary attachments together with this email as well. |
| Subject | Subject of the email. You may configure the default subject in Setting > System Setting > Email Setting > Credit Note > Template. |
| Content | Content of the email. You may configure the default subject in Setting > System Setting > Email Setting > Credit Note > Template. |
Preview
Click on the second tab Preview to preview the actual Credit Note in the selected template. You may change the Template in Info tab and preview the Credit Note document again before sending it.
History
Keep the timestampe when this Credit Note is sent.
Next topic: Follow Up
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