When a sales credit note is "In Progress", you can preview it in PDF format. When a sales credit note is "Complete", you can preview and print it in both HTML and PDF format.
To print a sales credit note in HTML format:
- Navigate to the detail page for the sales credit note you want to print. See Viewing Sales Credit Note Lists for more information.
- Click Print. If you don't see this button, either switch to Classic Edition or ask your administrator to add this custom button. A new browser window opens with the contents of the sales credit note in a print-ready format. A print event is logged in the event log
Tells you when an invoice or credit note was printed or sent by email, and who printed/sent it. Not used for mass email communications.. - Print the sales credit note using your browser's print option. Remember to set an appropriate paper orientation before sending to the printer.
To print the document in Adobe PDF format, navigate to the detail page as before, then click Print PDF instead. Print the document using the browser's Print option.
To preview the document, without creating a print event in the event log, click Preview (HTML) or View PDF instead. When the sales document has a status of "In Progress" and you preview it using the View PDF button, the word DRAFT is shown as a watermark on the PDF. See Customizing the DRAFT Watermark if you want to know how to change the watermark.
You can print a document any number of times, but only those events initiated with the Print or Print PDF button are logged.
In Extended Edition you may need to ask your administrator to add these custom buttons to your page layout.
Additional Information
If your administratorOne or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has enabled any custom fields for printing, an Additional Information section is added to the printed document. See the list of related topics for more information.
Enterprise Billing
If your organization needs to create enterprise billingSupport for sales invoices and credit notes of more than 80 lines. You can use custom settings to adjust this threshold in some instances. documents, you cannot use Classic EditionThe view of the application that you see when you first install the base managed package. for this and you must ask your administrator to add a series of custom buttons to your Extended EditionThe view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured. page layouts. See What is Enterprise Billing? and Customizing Page Layouts (and Search Layouts) for related information.