Credit Note Document Templates

Credit Note Document Templates allow you to print information from a WorkGuru Credit Note on document templates.

These documents can be used to display:

• Credit Note number
• Credit Note date
• Description
• Subtotal
• Tax total
• Total

Note: The additional merge fields available on a Credit Note depend on whether it is a Client Credit Note or a Supplier Credit Note. Client-specific fields will not work on Supplier Credit Notes, and Supplier-specific fields will not work on Client Credit Notes.

Supported Fields

Universal Fields

• Business Fields
• Client & Client Contact Fields (Client Credit Notes Only)
• Credit Note Fields 
• Supplier & Supplier Contact Fields (Supplier Credit Notes Only)
• User & General Fields 

Table Fields

• Product Table Fields 
• Task Table Fields

Note: The additional merge fields available on a Credit Note depend on whether it is a Client Credit Note or a Supplier Credit Note. Client-specific fields will not work on Supplier Credit Notes, and Supplier-specific fields will not work on Client Credit Notes.

Example Templates

Attached are examples of credit note document templates. Credit Note templates are formatted for either client credits and supplier credits, the difference being the relevant client/supplier/contact information fields. These templates are to be edited to make them specific to your WorkGuru. Please update the branding, information and formatting as required.

• Client Template - with client facing information, for you to refund a task or product line.
• Supplier Template - with supplier facing information, for you to get a product line refunded.