Customer Credit Downloads

Q1. Can I download an active customer credit note PDF?

• Yes, you can download an active customer credit note PDF from the customer credit note details.

• See below for an example of the downloaded credit note.

Q2. Can I download the refund advice for a refund?

• Yes, you can download a refund advice from the customer refund details.

• See below for an example of the downloaded credit note.

Q3. Can I customize the contents of any PDFs?

• Yes, there are a couple of ways that this can be done:

  1. Via custom fields - See Custom Fields for more information.

  2. Adding a logo to your customer credit note - You can do this by setting a unique logo in PDF Templates. Head over to Settings > Templates > PDFs > Choose a Template > Header > Upload Logo.

Q4. Will the downloaded PDF display amounts in the base currency or the currency of the customer credit note?

• The downloaded PDF will display amounts based on the currency of the customer credit note.