Reprint credit notes for sales returns

How to

Reprint a credit note

Use this to print another copy of a credit note for a sales order. The credit note will include the text "COPY" in the header to show it's a reprinted copy.

Open: Sales Orders > Document Printing > Reprint Credit Notes

1. Choose which credit notes you want to reprint.

   • Select All credit notes to show all printed credit notes.

   • Select Single credit note to show a particular credit note.

   • Select Credit note date to show all credit notes with a specific document date.

   • Select Single customer to show credit notes for a particular customer.

   • Select Single return to show credit notes for a particular return number.

     Tip: To see a detailed list of your returns, select Find Return.

2. Select Display Items to show a list of credit notes to be reprinted.

   • If there are a number of matching credit notes, you'll be asked to select the credit notes that you want.

   • Only credit notes that have already been printed.

   • Cancelled credit notes are not displayed as they can't be reprinted.

3. Select all the individual credit notes you want to reprint, then select Print.

   The credit notes are produced as PDF documents. You can then view and print the documents, or download them to your device. You can also view your documents later from the print spooler. See Print reports and documents from the spooler.

   Note: The credit note is printed using the default layout for the customer, which is set as the Sales credit note layout in the customer account Documents tab. You may have chosen a different layout when you printed the original credit note.

Change the customer address of a printed credit note

If your customer's address has changed since you first printed their credit note, you can reprint the credit note with the new address.

1. Select Amend Address for the credit note.

2. Enter the new address, or select Copy address from customer to use the address set on the customer's account.

   Note: If you enter a new address here, the address is saved for this credit note, but the address on the customer's account is not updated.

3. Select Save.

   You can now reprint the credit note with the new address.

Change other details of a printed credit note

• If you need to change the customer order number, you can amend the customer order number on the sales return (if all credit notes have not been posted), and then reprint a new credit note.

• If you need to change the date, you need to cancel this credit note (in the Sage 200 desktop) and then print a new credit note.