How do I print or e-mail a credit note to a customer ?

The credit note created for a customer will be sent to him either by post or by e-mail.

In the Debtor credit notes file (accessible via the Sales menu), find the credit note to be sent, then call the File>Print command or click on the Print button. Select the desired print format (Credit notes or a custom format) and validate with the Print button.

In the Print format options, you can ask to print the appendices (created with the integrated word processor), the background page containing a logo, etc. If you want to send the credit note by e-mail, check the corresponding box and choose the template letter created beforehand to accompany the credit note that will be sent as an attachment.

Specify the footer text.

The credit note will then either be printed or emailed directly to your recipient.