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Delivering Credit Notes

Last Updated: Aug 04, 2020
  1. Under the Credit Notes heading on the left select the credit you wish to deliver

  2. Under the same Credit Notes heading click the (emoji) icon

  3. On the Deliver Credit Note modal that loads specify if the credit note is to be delivered by email or by other offline means outside of the system. For email delivery, specify the account contact that will receive the credit note and the email template to use

  4. Click Deliver and the credit note will be marked as delivered and emailed (if that delivery option was selected)