Add a credit note memo to a credit note

Add a credit note memo to a credit note

It is not currently possible to display credit order notes on documents for the supplier when the credit note is applied to a simple or advanced purchase order. We recommend using the purchase order memo field to make notes that need to be shown on supplier documents. For standalone credit notes or purchase credit notes, you can add text from the Credit memoto a Purchase return document template. This process is identical for adding a credit note memo to a credit note sale.

Cin7 Core have a dedicated support team for resolving template issues, don't hesitate to contact Cin7 Core Support for help.

Prerequisites

Add credit note memo

  1. Open Settings from the main menu, then Document and email templates.

  2. In Purchase, download the Purchase return template.

  3. Look for the TableStart:Purchase tag, this is the correct parent table.

  4. Copy an existing field to the location you want your new field to be, somewhere between the parent table tags.

  5. Show the field code either by right-clicking the field and selecting Toggle Field Code or using Alt + F9 for Windows, Option + F9 for Mac.

  6. Paste the new field code (PurchaseOrderMemo) into the field you want to change. Make sure the field code is before the TableEnd:Purchase tag.

  7. Toggle field codes off, right-click the PurchaseOrderMemo field and select Update Field.

  8. Save the edited template and upload.
         

  9. Printing the Purchase Return (Credit note purchase) will now display the credit note memo.
         

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