Print Credit Slip

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Overview

• This screen is opened by going to:

Process Orders>View & Process My Orders>Payment>Log Credit>Issue Store Credit

• When a store credit is issued to a customer for an imported or manually placed order, the program presents the Print Credit Slips screen.

• You can print the credit slip immediately or add it to the batch print queue.

• An email can also be sent to the customer at that time. Select the standard Credit Issued email template or create your own through the Email Template Editor.

Description of the Screen

How Many Copies? Field

• enter the number of copies of the credit slip to print

Send Email Confirmation Check Box

• select this box to send credit notification to the customer via email

Template Drop-down List

• select the template to be used for the body of the credit slip email
• the program comes with one pre-defined template, Credit Issued.txt, or the user may create their own using the Email Template Editor

To Field

• the purchaser's email address is pre-populated in this field, however the user may manually over-type it with another value  

BCC Field

• (optional) enter an additional email address that receives a copy of the credit slip email

Subject Field

• contains the subject line of the selected email template

Edit Message Tab

• contains the body of the selected email template
• Optional: change the text of the selected template temporarily (just for this instance of the email message - the template is not permanently altered by changes made at this screen)

Print Now Button

• select this to immediately print the credit slip after making the appropriate selections in the other fields

Print Later Button

• select this to add the credit slip to the batch printing queue, after making the appropriate selections in the other fields

Cancel Button

• select this to abandon the printing of the credit slip and exit the Print Credit Slips screen

Additional Information

Created: 1/23/12

Revised: 9/18/14

Published: 08/19/15