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  4. Print or send the credit note

To print or send by email a credit note document to a customer, click on Print or send in the menu inside the credit note.

print or send credit note - menu

 

 

 

The screen is divided in two parts: to the left you can select Language and Layout, specify if you want to print or send the document, and write a custom email text or use the one suggested by Sengerio. To the right you can see a preview of the document.

print or send credit note - printed documents menu

 

 

 

All of the printed or sent documents are saved in the archives.  Access the dates of a credit note and click on Printed or sent documents in the menu inside to view those relative to that credit note.

print or send credit note - preview details

 

 

 

In the list click on the envelope icon to view the sent email text and to follow the events (for example, if it has been delivered or not).

print or send credit note - events

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