What are credit note documents?
Credit note documents are automatically created when the 'draft credit note' is saved, or the credit note is 'finalized'. Click the thumbnail image of the credit note to open a image preview of the credit note document. The credit note document is created using the 'default' credit note document template for your organization. Default templates are selected by the Synergy System Administrator in the setup area for document templates. After finalizing the credit note you can further edit the document, by downloading the credit note and adjusting the content if required before uploading a new version.
Once the final credit note document has been uploaded you can then:
- Share this with the client to the project portal (recommended)
- Email the credit note document to the client as a PDF attachment
- Download the file to print an send by post / mail
Why use credit note documents?
Send a credit note document to the client to show that the original invoice has been discounted. Options to get the credit note document to the client are to print and post the document, share the document to the project portal, or send as an email attachment.