Adding Text to a Credit Note

To add predefined or free-format text to a credit note:

Classic Edition

  1. During the creation or editing of a sales invoice or credit note, scroll down to the Printed Text section.
  2. Click Maintain Printed Text to display the associated panel.
  3. Review any default text displayed. Some text items may be editable, while others may be protected.
  4. Either make no changes, to accept the default settings, or select one of the following options from the appropriate Text Definition Name list:
    1. An alternative text definitionClosedA predefined, reusable snippet of text that can be included on an invoice or credit note.. The associated text items are displayed for you to review.
    2. The "Free Format" option to specify a custom message.
  5. You can now enter or amend any editable text.
  6. Click Save.

Extended Edition

  1. During the creation or editing of a sales invoice or credit note, scroll down to the Printed Text section.
  2. Either leave the Copy Default Printed Text Definitions checkbox selected to copy the default settings from the relevant text definitionClosedA predefined, reusable snippet of text that can be included on an invoice or credit note., or deselect it to make changes. The text is retrieved on save.
  3. [Optional] With the checkbox deselected, you can type a custom message (Heading and Text) to appear on the invoice.
  4. Click Save.

You can amend the editable text on an "In Progress" sales invoice or credit note up until the time the document is posted. At this point, a record of the actual text included on the document is retained for possible future use.

Custom Input

If custom input forms are enabled in your organization:

  1. During the creation or editing of a sales invoice or credit note, click the icon then click Printed Text.
  2. On the Printed Text popup, select the text definition field you want to use (1-5). If a default text definition is set for that field, its details are loaded automatically.
  3. Either accept the default text definition, or select "Free Format" from the Use Definition field then enter an appropriate heading and the text you want to print on the document. Select "None" from the Use Definition field if you don't want to print any text.
  4. Repeat steps 2 and 3 for any additional text definition fields you want to apply on the current document.
  5. Click Apply, then save your changes to the document.