You can now create a Credit note PDF (available on the Pro+ plan) to share the created credit note with guests and agencies.
To create a Credit Note PDF:
Go to the Credit notes records tab for the required Guest or Agency under the Customers
Click the three-dot menu next to the chosen credit note
Select Manage Credit Note PDF
In the Create/Edit Credit note PDF window, enter the required information that will appear on the invoice:
Recipient
Follow the hint in the field and enter the recipient details, placing each item on a new line (for Agencies details pre-populated with the Agency information):
Name
Street
City and Postal Code
Country
Phone
Email
Company issued
Follow the hint in the field and enter the recipient details, placing each item on a new line:
Company name
Address
Country
Contact details
Description
In this field, provide a short description of what this document covers (e.g. rescheduled services, booking reference, or reason for issue).
Terms of use
Specify how this document can be used. Add each condition on a new line (e.g. validity, restrictions, transferability, booking conditions).
Click Save to save the credit note PDF, or Save & Download if you would also like to download it immediately.
