You can print a range of credit and debit notes using the O/E Credit/Debit Notes screen.
For more information about the O/E Credit/Debit Notes screen, see O/E Credit/Debit Notes Screen .
Before you start
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Decide which report format to use for the document you are printing. More...
- If you are planning to send these forms by email, make sure that:
- Email or Contact's Email is selected as the delivery method in the Accounts Receivable customer record, and that the email addresses are up to date.
- Email messages exist for these forms in Order Entry. If you need to create email messages, see Creating Email Messages.
For more information about sending documents to customers by email, see Sending Order Entry Forms to Customers by Email.
Note:
- If the Keep Transaction History option is not selected on the O/E Options screen, Sage 300 deletes information for printed credit notes and debit notes when you run Day End Processing in Inventory Control, preventing you from reprinting any invoices after you run Day End Processing.
- Regardless of whether you keep history, however, you must print credit notes and debit notes before they can be cleared by Day End Processing or using the O/E Clear History screen.
- You can reprint credit notes and debit notes as many times as necessary before clearing them.
To print a range of credit notes or debit notes:
- Order Entry > O/E Forms > Credit/Debit Notes.
- From the Document Type list, select Credit Note or Debit Note..
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In the Use Credit Note (or Use Debit Note) field,select a template or a custom form to use. More...
- In the From Credit/Debit Note Number and To Credit/Debit Note Number fields, accept the default entries to print all the credit notes or debit notes, or specify a range to print.
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Select a delivery method. More...
- Specify whether to reprint documents already printed.
- Specify information to show on printed documents. More...
- Click Print to print credit notes or debit notes.