Predefined starter templates for debit memos
This section provides an overview of the Basic starter template for debit memos, including predefined data for company information, charge details, and memo summaries.
Currently, only one starter template called Basic is available for debit memos.
Basic
The template called Basic contains predefined data including basic company and contact information, a predefined charge details table, and debit memo details.
Header section
The header section contains a sample company logo image and billing document type.
Sample company logo image in the upper left of the template
Billing document type in the upper right: Debit Note
Basic information section
The basic information section contains predefined text and merge fields for company and contact information.
Sample text for the company name, address, and contact information
Sample text and merge fields for balance due
Sample text and merge fields for bill-to contact information
Sample text and merge fields for account and memo summary information
Charge Details section
The Charge Details section contains a predefined charge details table.
To add more columns to the table, click the Data Table block for the charge details table, and then configure column information in the Content panel that is displayed on the right of the template editor.
Total section
The Total section contains predefined text and merge fields for debit memo summary information, including comments, amount without tax, tax amount, total amount, and balance due.