Resetting the layout of a credit note document

Use this feature when you have uploaded a new credit note version by mistake. Reset the layout and the credit note document is re-created using the default credit note template.

Reset back to the default credit note template by:

1. Go to project > invoices tab.

1. Open the credit note for which you want to reset the document.

1. Click the more options button  against the credit note image panel, and select 'reset layout'.

1. On the confirmation pop-up, click OK to confirm you want to replace the existing credit note layout with a new document created using the default credit note template.

1. The credit note panel refreshes after a few moments to show the new credit note image. Click the image to open it and view the details, or download the credit note document.

Tip: The Synergy System Administrator selects the default credit note template when setting up the word document templates.