How to send credit notes

Created by Maria Celine Joyce Tanglao, Modified on Wed, 7 May at 9:03 PM by Maria Celine Joyce Tanglao

To send credit notes via email in Zulu, follow these steps:


1. Navigate to the Sales Invoice section in your Zulu account.


2. Select Credit Notes.



3. Open the specific credit note you want to send.


4. On the right side, you will see Action, click the drop down arrow under View.


5.  4. On the right side, click the drop down arrow under View, and select Send Email. 




6. Edit or customise the email before sending then hit Send.



6. The email will be sent to the customer’s email address specified in their account details.



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