To Edit and Print Sales Credit Notes

Overview

To edit a Sales Credit Note, highlight the Sales Credit Note from the Sales Invoice Page, and press Open option appearing below the record.

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The Sales Credit Note appears. You can edit a Detailed Sales Credit Note and press Save to post the changes.

Note: You can edit Notes, split notes, ref no, account manager and addresses of a Sales Credit Note. Other fields are editable only if the Sales Credit Note is not allocated against Receipt / Sales Invoice, or VAT of the Invoice is not returned or the Sales Credit Note date does not fall within locked period date.

To Print a Sales Credit Note

Surf Accounts provides facilities to print a Sales Credit Note. Before you print a Sales Credit Note, design the Sales Credit Note template. To know, about template design, click here. To print a Sales Credit Note, highlight the record from the Sales Invoice browse. Press the Print option appearing below the record or the print option appearing from the toolbar. You can select the Crn Number to print the Sales Credit Note.

Sales Credit Note Preview Page appears. The header information and detailed information appearing in preview page depend on the template designed. 

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The Preview page has the following three options:

Print: Select the Print option to send the Sales Credit Note to the local / or network server for a printout or save it as a pdf on your local system.

Save: Select the Save option to download the Sales Credit Note as PDF on your local system.

Email: Select the email option to send the Sales Credit Note as an Email attachment to the customer or any other email recipient. The following popup appears.

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From: The sender’s email address appears here. By default, the login user’s email id appears. This is a read only field.

To: the recipient’s name appears here. By default, it populates customer’s email address, if the email address is not recorded earlier, this field appears blank.

CC/ BCC: Add the recipient’s email address to which you wish to send a copy of the Sales Invoice.

Subject: By default, the subject populates the Sales Credit Note No along with the business name.

Email body displays the email body format you have already designed through email template.

Send: press send to send the email to the recipients.

Close: Press Close to abort from email option. You can create a standard template of the email body as Email template in Surf Accounts.

You can find this in Settings> Email Template

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