Create an Credit Note template

Synergy will store the credit note data, and it can be exported to a MS Word® to provide your client with a formatted credit note document.

Getting Started

Setup required before use	Who can use it?	Where is it?
Creating a Credit Note template	Administrator System Administrator	Administration tools > Document Templates

Creating a credit note document template

Complete the following steps:

1. Open document templates list.
2. Select the Invoice to be copied from the list.
3. Click copy.
4. Tick the 'Convert to Credit' box.
5. Type a template name.
6. Provide a description.
7. Select the office that will use the credit note.
8. Click save .
9. Select Edit bookmarks.
10. Remove the bookmarks referencing Invoice numbers and replace with the Credit equivalent. Click Next.
11. In the FEE DETAIL TABLE replace the text referencing Invoice with Credit. Click Next.
12. Tick 'Open the MS Word® template on close' box. Click Finish.
13. MS Word® document template opens. Remove the text referencing Invoice and replace with Credit.
14. Move the credit note bookmarks to the correct location in the MS Word® document.
15. Save and Close the MS Word® document.

Tip: The credit document template can be selected within the Invoice maintenance module. Locate Printing Credits topic to learn more.

Edit the Bookmarks

It is important to amend the Bookmarks within the template after copying it from a Invoice.

Edit the Fee detail table

It's very important the fee detail table is added, as this will give you the ability to breakdown the sub projects in detail. 

Complete the following steps

1. Double click a cell.
2. Select a field on the right hand side .
3. Select Add selected bookmarks.
4. This will appear in the Table cell on the left .
5. Now text can be added by placing cursor in the cell and typing.  This text along with the bookmark will appear when the invoice is created.
6. Save.
7. Click here for more information on the sections of the fee detail table

Edit the MS Word® template

Once the bookmarks have been added and the fee detail table setup, finish will be selected.  Open the document in MS Word® by selecting the check box. 

1. Cut and paste the bookmarks into position.
2. Add spaces and text on the page and then move the bookmark into place.
3. Ensure that bookmarks don't join i.e. [project_title][project_number] doesn't end up like [project_title|project_number].
4. Save the document when finished - don't Save as.

Want to learn more?

Looking for more help? Try reviewing the following Credit Notes topics: View Topics

Or try reviewing the following Document Templates topics: View Topics

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