Downloading a credit note document as a PDF or DOCX

Download the credit note PDF document 

A PDF version of the credit note is created automatically for each finalized credit. A new version of the PDF files is created each time a new credit note file version that is uploaded. You can download the latest PDF file version by selecting the download button  in the credit note image box.

Tip: You can find all the PDF versions of the credit note in the Project > Documents tab > Invoices folder.

More credit note document actions 

Download the DOCX version

Use this option to download a Word DOCX file for the current credit note version. Update the downloaded file to edit the header and footer, or add extra text or notes or images into the credit note document that was created to match the Synergy credit note template.

1. Go to Project > Invoices tab.
2. Click on the credit note row for which you want to download the document.
3. In the credit note document preview panel click the more actions button .
4. Select the 'download docx' option.
5. The PDF credit note file will be downloaded and saved into the 'downloads' folder on your device.
6. The downloaded file can be printed and posted to the client if required.

Tip: Remember to upload the new DOCX version after you have made all the required changes.