Email a Credit Note to a Customer
Clickentry allows you to email a credit note to your customer only when you have it open. You can include a PDF of the credit notes as an attachment, any other attachment file. Besides this you can send a copy to yourself, and mark the credit notes as sent.
- In the Account menu, select Sales (Accounts >> Sales).
- Select the status tab where your credit note is.
- Find and open the credit note you want to email.
- Click on the Email button and update the required information(link) in the send window.
- Click on the Send button.
Add or Edit Email Information
Mark as sent is ticked by default. You can untick it if you don’t want to mark the invoice as being sent. If it is ticked then it shows on the invoice.
| Fields | Description |
|---|---|
| To | In the To field, add the email address of the recipient of the email. If you want to send the invoice to multiple recipients, add email addresses separated with a comma (,) or a semicolon (;) |
| From | From field uses the email address of the logged in user, which you cannot change. |
| Subject | The Subject field contains the predefined text, set up by Clickentry Team. You can edit the subject as per your requirement. |
| Message | The Message field contains the predefined text with some brief information of the invoice. You can also edit this as per your need. If you don’t want to share the link of the online transaction with your customer then remove [Online Invoice Link] from the message. |
| Send me a copy | If you want to send a copy to yourself then Tick the Send me a copy. |
| Mark as sent | Mark as sent is ticked by default. You can untick it if you don’t want to mark the invoice as being sent. If it is ticked then it shows on invoice. |
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