Printing Sales Credit Notes

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.

Print a Sales Credit Note in HTML Format

1. Navigate to the detail page for the sales credit note you want to print. See Viewing Sales Credit Note Lists for more information.
2. 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..
3. Print the sales credit note using your browser's Print option. Remember to set an appropriate paper orientation before sending to the printer.

Print a Sales Credit Note in PDF Format

1. Navigate to the detail page for the sales credit note you want to print. See Viewing Sales Credit Note Lists for more information.
2. Click Print PDF.
3. Print the sales credit note using your browser's Print option. Remember to set an appropriate paper orientation before sending to the printer.

View a Print Preview of a Sales Credit Note

Without creating a print event in the event log, click Preview (HTML) or View PDF.

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.

Notes:

• 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.
• In Lightning Experience:
  • Click the View / Print PDF button for a "In Progress" sales credit note opens the PDF in a new browser window with a DRAFT watermark.
  • Click the View / Print PDF button for a "Complete" sales credit note opens a new browser window with the contents of the posted document in a print-ready format.
  • You can print a sales credit note that contains up to 1,000 lines in PDF format. The FinancialForce integration with Conga supports printing sales credit notes that contain more than 1,000 lines.

Additional Information

If your administrator One 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 billing Support 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 Edition The 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 Edition The 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.