Export a customer credit note to Microsoft Office Word

If you have Microsoft Office Word installed, you can export a customer credit note to Word.

  1. In the Navigation Pane, click Customers.
  2. Under Find, click Invoices.
  3. Double-click the customer credit note.
  4. On the toolbar, click Export to Word Button image.
  5. If you have not selected a Word template, follow the instructions in the Select Word Templates dialog box.

 Note   You can manage Word templates for Microsoft Office Accounting 2008 documents.

  1. If necessary, edit the Word document.
  2. On the File menu, click Save As.
  3. Specify a path and a file name for the Word file.
  4. Click Save.
  5. You can switch between Word and Accounting 2008 by clicking the appropriate button on the taskbar. When you finish working in Word, click Close Button image.
  6. To close the customer credit note, click Save and Close on the toolbar.
Applies to:
Accounting 2008