Printing a client credit note will download a copy to your device in PDF or DOCX format for use external to WorkGuru. You can print or email a credit note in any state.
Open the client credit note detail page by clicking on the client credit note number from the client credit note dashboard. From the option at the bottom of the client credit note details page, click the Print button.
Select the credit note document template you would like to use from the drop-down and which format you want it in (PDF or Word). Click Print to generate and download the credit note.
The credit note will then be downloaded on your device to the file location your browser saves files to (Usually the downloads folder). This file can then be printed, uploaded or emailed as an attachment using the functions on that device.