Saving, Printing and E-Mailing Credit Notes

To print, save or e-mail a Credit Note as an RTF document, use the RTF template controls near the bottom of the New/Edit window.

Use the RTF Templates drop-down list to select the template which must be used for printing, saving or e-mailing this credit note as an RTF file. Click the Save, Save & Open, Print, or Send Mail button to save, print, or e-mail the Credit Note.

Note: You can choose to save the output file in RTF, DOC or PDF format by selecting this format in the Save As window via the Save as type drop-down list.

To edit templates for credit notes, in the Backstage view click Corporate Settings command and select Templates. Templates for credit notes are located in the C:\BusinessServer\Templates\CLIENTS\Credit Notes\ folder.