Credit Adjustment Notes

How do I personalise the template for Credit Adjustment Note? There is mention online to add logo etc, but I can't find how to personalise the template. I can find how to select between the two default templates and am happy to use one of those, just need to tweak it and add a logo. TIA

Accepted answers

All comments

Hi @AccountsGHRE

You can manage template by following the steps mentioned below -

Login to Reckon One book
Click on the cog wheel and go to Settings
In Day to Day - select Money in and Customer Adjustment Notes
Click on Manage templates

Screenshot for your reference -

Once you click on Manage template, you will then have the following options to choose and manage from as attached below -

I hope this helps. Please let us know, if any concerns/issues. Thank you!

Regards

Tanvi

This is a great help - thank you kindly!

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