Documents setup - Credit notes

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To set documents - Credit notes:

1.On the Setup ribbon, select Documents setup, if the Documents setup screen is not already displayed.

2.Click on the Credit notes tab.

3.Enter or select the following options:

a)Next credit note no. - It is recommended that the Credit note number be prefixed (e.g. CR000001) to identify the document type.

b)Credit note journal  - Select the Sales jnl. or Sales returns jnl., if you have created such a journal type.

c)Layout file - If you have a customized layout file, you may select the layout file. Otherwise, you may select one of the following layout files:

i)Print no inventory codes - If you do not wish to print Inventory codes on document layout files, you may select the following document layout files:

Credit note (no codes)

Credit note A4 (no codes)

Credit note A4 Plain (no codes)

ii)Print inventory codes (up to 10 Characters) - If you enter less than 10 characters in the Inventory code field and less than 25 characters in the Inventory description field, on Action → Inventory items screens, you may select the following document layout files:

Credit note (10 code)

Credit note A4 (10 code)

Credit note A4 Plain (10 code)

iii)Print inventory codes (up to 15 Characters) - If you enter up to 15 characters in the Inventory code field and up to 35 characters in the Inventory description field, on Action → Inventory items screens, you may select the following document layout files:

Credit note (15 code)

Credit note A4 (15 code)

Credit note A4 Plain (15 code)

iv)Layout files no Tax - If you are not registered for Tax (VAT/GST/Sales Tax, you may select the following document layout files:

Credit note No Tax (no codes)

Credit note No Tax (15 code)

The Layout files set in the Documents setup, is a global setting. If you need to set a different layout file for a specific customer, you may select it on the Delivery address tab - Action Customer.

You may also change the layout file when printing documents.

d)Layout file 2 - This field is optional. If a layout file is selected, the document will print twice using this layout file. If you have a customized layout file, you may select the layout file. Otherwise, you may select one of the layout files listed above.

If you need to print Delivery notes, you may you may select the Delivery note (no codes) or Delivery note (15 code) layout files.

e)Credit note heading - This field is not used on the document layout files, but it is recommended that Credit note should be displayed or entered.

f)Credit note message - Enter a global message to be printed on all Credit notes.

4.Click on the other tabs, if necessary. Once finished, click on the OK button to save your changes.

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