Sending a copy of credit applied

LorenD

How can I send a customer a copy of the credit that has been apllied to an invoice?

Earl_HD

Hi @LorenD 

Thank you so much for your post and welcome to the Community Forum! I'd be glad to help you with this. Customer credits can be printed or emailed in the same way as invoices. This means you can print or email the credit when recording the transaction, or at any time afterwards as follows:

1. Go to the Sales command centre and click Print/Email Invoices.
2. Click the To Be Printed or To Be Emailed tab.
3. Click Advanced Filters.
   1. Select the applicable Sale Type.
   2. For the Sale Status, select Credit., All Invoices or All Sales.
   3. If you've personalised a form to use for customer credits, select this as the Selected Form for Sale.
      If you print or email your customer credits using the same invoice form you generally use, the invoice will display "Adjustment Note" where it would otherwise display "Tax Invoice".
   4. If you're re-printing or resending a credit note, deselect the option Unprinted or Unsent Sales Only.
   5. Specify any additional filter criteria.
   6. Click OK.
4. Select the credits to be printed or emailed.
5. Click Print or Send Email. 

 

Please do let me know how you go on this.
Regards,
Earl