Printing Credit Notes

Setup required before use	Who Can Use It?	Where Is It?
Create a Credit Note document template	Project manager Director Administrator System Administrator	Projects > Invoice Maintenance List

Option 1: Download sample credit note templates by:

1. Open Administration Tools > Document Templates List.
2. Click the 'Download' button in the toolbar.
3. Select the credit note sample templates in the list and click the 'Download' button.
4. Open the word template by double clicking on the template row, and clicking the 'Open Word Template' button.
5. Update the 'Total Synergy' company details in the header to be the address details and logo for your company.
6. Save and close the MS Word® document.

Click the image above to view the credit note templates to download.

Option 2: Copying an existing invoice template to create a credit note template.

Select your companies existing invoice template, and copy it to be a credit note. After the copy is complete you will need to change the 'invoice value' bookmarks in the template to be the 'credit value' bookmarks. Read the full instructions to create a credit note template by copying an invoice template.

Click the image above to view a copied credit note template.

A credit note document can be printed from the Project > Invoices tab or using Invoice Maintenance List. Advanced details on printing credit notes topic.

Print a credit note from within the Project by:

1. Open the Project > Invoices tab.
2. Highlight the invoice that has the credit applied, and click the Invoice Properties button.

Click the image above to see the Invoice Properties button.

3. Highlight the credit note row (shown in red) and click the generate document button in the toolbar.

Click the image above to view the credit note in the Invoice Properties window.

4. In the document wizard select which credit note template to use to create the document.
5. Click the Create button.

Click the image above to view the credit note template selection.

6. The credit note document is opened in MS Word®.
7. Update the MS Word® document if required.
8. Send the credit note document to the client.

Click the image above to view a sample credit note document.