Xin Cube Home > Articles > Xin Invoice 3.0 User Guide > Credit Note > Customize Credit Note Template
Getting Started
Company Information
Add New Company
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Inventory Database
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Customer Database
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Sales Person Database
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Draft Quotation
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Customize Template

Draft Invoice
Generate Invoice
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Import From Quotation
Generate Delivery Note
Receive Payment
Recurring Invoice
Customize Template

Credit Note
Draft Credit Note
Generate Credit Note
Update Credit Note
Delete Credit Note
Duplicate Credit Note
Import From Invoice
Customize Template

Set Password
Data Backup


Customize Credit Note Template

In Xin Invoice 3.0, you can fully custom made your own unique Credit Note print out template to be sent to your customer. Our report designer is very easy to use and you just need to drag and drop the fields to be included into the template.

1. In Xin Invoice 3.0 program, click on "Setting" tab on the top menu, then go to "Template".
Customize Credit Note Template

2. Click on the "Create" button under Invoice.
Create Credit Note Template

3. You can chosoe to create the template based on the format of our existing template. Choose from the existing Xin template list and enter a name for your template, click button "Create Now".
Enter a name for Credit Note template

4. In the Report Designer, arrange the layout to suit your own requirement.
Credit Note report designer

5. To include fields into the template, choose from the Invoice Dataset in Field List section at the right of the Report Designer.
Credit Note Dataset

6. To add additional objects into the template such as picture, line, label and box, choose from the toolbox on the left of the Report Designer.
Toolbox in Report Designer

Next : Click here to learn how to set Password for Xin Invoice program >>
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