Surf Accounts provides dynamic interface to help you design Credit Note templates for your business to be used for generating printed Credit Note outputs or in PDF format. Once designed, you are ready to email these PDF as attachments to the respective customers.
From the template section of Surf Accounts you can generate a Credit Note template. To access the Credit Note template access Credit Note Template select Settings» Invoicing/ Print Templates » Credit Note Template. The following screen will appear.
Credit note toolbar contains Edit, Preview and Save as PDF option.
Select Edit option, to design the Credit Note template according to your needs. For example, Edit will allow you to use your choice of font style and size. You can select paper size and set margins to it. You can select the fields that will appear within the Credit Note. For detail, click here.
You can download the credit note template into your local machine as PDF file or you can open in a new Browser.
General Setting: General Settings of the Credit Note Template will provide the generic information about the templates. For e.g. Document Title, Paper Size, Measurement Selection, Top margin, Bottom Margin, Left Margin and the Right Margin.
Font Settings:Font Settings of the Template will provide the generic information about the type and size of the fonts of the Credit Note templates. For e.g. Header Font; Header Font Size; Body Font; Body Font Size; Terms Font; Terms Font Size; Footer Font and Footer Font Size.
Show Columns: Show columns will show the details of the columns in the Credit Note template. For e.g. Business Details; Delivery Address; Due Date; Credit Terms; Payment Terms etc.
Surf Accounts allows you to design your Credit Note template with business logo, font styles, header, footers, and selective values of transaction according to your business requirements. To edit the credit note template through Surf Accounts select the “Edit” option from the browse; the following options will appear.
Document Title: The document title displays “Credit Note” as the default prefix to be used for generating credit note. For e.g: To Change the prefix ‘credit note’ with your desired name, type the name here. For example, Cr.Note 1234 will have a template Document Title ‘Cr.Note’.
Rename Ref No: Enter a label for the Ref. No field to print in the Credit Note. For example: to print Ref.No 13/2013/As for CreditNote1234 as Rfn 13/2013/as in print out, type Rfn here. You can add a maximum of 10 characters here. Please note that, to print the Refno in the template, select ‘Show Reference Number’ from the ‘Show Columns’.
Paper Size: By default the paper size will be A4. If you wish to change it from A4 to “letter” use the drop down.
Left Margin: Default Left margin is set to 1.20 cm. However, you want reduce or increase it you can change it from the Left Margin of the Template to accommodate more/less fields.
Right Margin: Default Right margin is set to 1.20 cm. However, you want reduce or increase it you can change it from the Right Margin of the Template to accommodate more/less fields.
Body Font: Type the font style to print the body of the Credit note. The credit note body prints the columns selected from the section ‘Show Columns’. Default is set to Arial. If you wish to change the font select the drop down menu.
Body Font Size: Type the font size of the body. Default is set to 14 pixels.
Terms Font: You may select a different font to print the Terms and Conditions of your business in the Credit Note. Default font is “Arial”.
Terms Font Size: You may select a different font size to print the Terms and Conditions of your business in the Credit Note. Default font size is 12px.
Footer Font: The Credit Note footer displays ‘optional footer’ if any, designed for the template. To add an optional footer, type a suitable text in Edit »Optional Footer. Select from the drop down the font style of the footer of the template. Default font is set to “Calibri”.
Show Optional Terms & Condition: Surf Accounts provides standard note as Optional Terms & Condition to be used within Credit Note Template. To print the same, select the check box. You can customise the terms and conditions as per business requirement.
Show Due Date: To print Credit Note due date, select “Show Due Date” check box.
Show Credit Terms: Select the check box, to print credit terms decided between business and customer. The credit terms are defined in Customer »Credit Terms.
Show Other Information: Select the check box, to print ‘other information’ defined within customer. The other information of customer appears within the header of the Credit Note template.
Show Status Banner: Select the check box, to print status of the quote.
Show Discount column: Select the check box, to print discount if is being provided the discount will appear in the quotation.
Show VAT % column: VAT percentage depends on the individual quote depending on the product or location of the business. Select the check box, to print VAT percentage.
Show Remittance: Select the check box, to print remittance column at the bottom left hand corner on the Credit Note template.
Show product Image: Select the check box, to print show product image. Note, you may upload the product image from the Settings » look ups » Product List » select record » update Product.
Show Optional Footer: Type footer information here. You can provide Business tagline line or business name and address as credit Note footer. The alignment of the footer is centered. However you can select footer font style and size by editing the template.
Edit the Credit Note Template from the Browse.
Print Preview of the Credit Note Template.