Credit note designer form file name in Pastel

[Hermanb]

Please help - What is the Credit note designer form file name in Pastel? I have managed to pull my logo on to the invoice and statement. How do I do for credit note and quotation?

[Neville Bailey]

The generic form file name (if you are using A4 plain single sheet paper) for all customer and supplier documents (including invoices and credit notes) is csdocsp.enz.

In other words, any changes you make to that form file will effect all of the document types equally.

For statements, the form file name is csmthsp.enz.

It is possible, however, to create unique form files for credit notes, for example, and changes made to those form files will not impact on the other documents.

[Hermanb]

Thanks, it appears as if a unique credit note was created - there are no lines and the format looks different to thr other documents.

How can I reinstate the generic credit note so that the look and feel and the logo is the same as my invoices?

[Neville Bailey]

- there are no lines and the format looks different to thr other documents.

Aha - now I know what the problem is, as soon as you mentioned "no lines"!

Go to File...Printer/Fonts and then, under the tab for Customers, select the Credit Note option from the drop-down menu. Now, towards the bottom of the screen, change the form style to Single Sheet, Plain.

It sounds like your Credit Notes were set to a pre-printed style, and/or continuous stationery.

[Hermanb]

Pastel credit note

Great, thank you - I will try in due course

[Hermanb]

It worked - thanks!

How do I add/change the text in the bottom left box - "Received in good order"

[Neville Bailey]

How do I add/change the text in the bottom left box - "Received in good order"

Open the csdocsp.enz form file.

Click on the text so that a block appears around it, then right-click, and then select Properties.

On the right-hand side of the screen, you will see a field appear, named "Text" and, to the right of that, the wording of the text.

Edit the wording and then click anywhere on the body of the form to save your changes.

Save the form file.