Sales credit notes
Sending a sales credit note by email
Check recipients, subject and message before emailing the credit note.
Updated on August 28, 2026
This page prepares the email for one sales credit note. Available credit note documents are added to the sending request as attachments. You need access to the active administration and an active Billnado licence.
Content and templates
Subject is prefilled with the credit note number. Compose the formatted accompanying text in Message.
Import template lets you select a Message template and Footer template separately. Billnado shows general or user-specific templates matching the customer's language and automatically applies defaults. Placeholders are filled with document, customer, trade-name and salesperson data. Changing the message template keeps the selected footer.
Recipients
Billnado proposes addresses configured for sales documents on the customer record. Check every address and choose To, CC or BCC. You can add and remove recipients; at least one valid email address is required.
Sending and tracking
Choose Send to place the email and available documents in the sending queue. Terms and conditions of the selected trade name are also attached when available. The confirmation means Billnado accepted the request; it does not prove that a recipient has received or opened the message.
Track the actual status in Communication on the credit note details or in email history. Cancel returns without sending.
Warning: Send communicates externally with every recipient, including CC and BCC. Check addresses, content and attachments first.