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EasyBilling User Guide
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Credit Note

header info of credit note

Menu Bar
In Menu Bar, there are five menu items, File, Export, Font, Font Size and Password.

File - User can save, preview, print or close the current document. It also allows to save version for the document.
Export - Document can be exported to PDF, HTML, or Excel format.
Font - Specify the font and writing direction for this document.
Font Size - Specify the font size.
Password - User can set a password to protect the document from access.

Credit Note Details
There are five parts in Credit Note: Document Details, Line Item, Photo Attachment, PDF Attachment and Private.

"Document Details"
- User can specify the header information of the Credit Note, includes Credit Note Number, Date, and Currency. Customer Information can be typed in directly or load from the Customer List. User can add a stamp on to the document by select the stamp text, like Confidential, Revised, Draft, etc.

Credit Note can also be generated from Quotation, Proforma Invoice, Invoice, Tax Invoice and Receipt. The data in selected document will be copied to the Credit Note.

"Line Item"
- Line Item information can be input here. The value in highlighted cell (Yellow) will be calculated automatically. User can add the Line Item by typing in the table directly or clicking [Add] button to load from the Item List.
item list of credit note

User can input up to 40 lines information in the "Notes". It supports <b>, <u>, <i> for bold, underline and italic style formatting. Uncheck the box to hide the "Note" field in output.

Two optional signature boxes are provided at the bottom of the document. User can provide "Company Chop" and "Signature" images, which will be shown on the PDF output.

"Photo Attachment"
- Photos can be attached to the end of Credit Note. Five layouts are provided to list the photos:

  • One photo in one page
  • Two photos in one page
  • Six photos (2x3) in one page
  • Eight photos (2x4) in one page
  • Ten photos (2x5) in one page
Click the [Add] button at bottom to add photo. It also allows to add caption under the photo.
photo attachment of credit note

"PDF Attachment"
– PDF file can append to the PDF output of the document.
pdf attachment of credit note

"Private"
– User can specify document status and type comments under private tab. Information under private tab will not shown in the output.
private tab of credit note