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To learn about templates, Term exceptions, merge fields and child objects, see the X-Author Contracts User Guide. To know more about creating a template using Microsoft Word, see Managing Templates and Cloning a Template sections in the X-Author Contracts User Guide. You can use X-Author for Contracts to create an Invoice and an Invoice Statement template. You require a template to define how you present information on an Invoice. Under Credit Memo column, select CreditMemo_C and click Include Values button to include the picklist values. Free Credit Memo Templates (Word Excel) A Credit Memo is defined as a document issued by the seller notifying his or her customer (s) that a deduction (credit) will be made to an initially invoiced amount (existing debt) for goods or services purchased, and therefore the buyer will pay a lesser amount than previously expected.In making a credit note or memo, you have to be comprehensive. It includes some important matters such as the payment options, discount, shipping process, and other significant details.
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We recommend downloading this file onto your computer. This is a digital download (38 kB) Language: English. In the Type field, under Field Dependencies section click Edit next to the Business Object field. A credit memo is a document that is sent by the seller or supplier to the customer. Microsoft Spreadsheet (.xls) Or select the format you want and we convert it for you for free: This Document Has Been Certified by a Professional.Now that you have Credit Memo picklist added to both the fields, next step is to associate the values. Enter Credit Memo as the new picklist value and Save. Get 3,000+ templates to start, plan, organize, manage, finance and grow your business. The Excel invoice is easy for a company to guy. Quickly create your Credit Memo Template - Download Word Template. In the Picklist Values section, click New to add a new value. Using an Excel credit memo template will help a business stay organized and eliminate most questions about bill invoices.Go back to the Custom Fields & Relationships and click the Type Field label. A typical credit memo template includes the following components: Customer’s name.If you are adding this value after installing the Billing Package, the picklist value must be a fully qualified object name like Apttus_Billing_CreditMemo_c.