Credit Memo templates can be created from the Template object located in the header.

Pre-requisite

Before creating a template of the type Credit Memo, you need to add this type as a picklist value on Template object.

Follow the steps to add a Credit Memo type picklist:

  1. Go to the Template object, under Custom Fields & Relationships click the Business Object Field Label.

  2. In the Picklist Values section, click New to add a new value. Enter CreditMemo__c as the new picklist value and Save.

    Note

    If you are adding this value after installing the Billing Package, the picklist value must be a fully qualified object name like Apttus_Billing__CreditMemo__c.

  3. Go back to the Custom Fields & Relationships and click the Type Field label.
  4. In the Picklist Values section, click New to add a new value. Enter Credit Memo as the new picklist value and Save.
    Now that you have Credit Memo picklist added to both the fields, next step is to associate the values.
  5. In the Type field, under Field Dependencies section click Edit next to the Business Object field.

  6. Under Credit Memo column, select CreditMemo__C and click Include Values button to include the picklist values. Click Save.

You should see Credit Memo added to the Template Type field.

To create a Credit Memo template using Microsoft Word, refer to Managing Templates and Cloning a Template sections in the X-Author Contracts User Guide.  

Creating a Credit Memo Email Template

  1. Go to Setup and type email in the quick find box. Alternately, open Email Templates under Communication Templates. 
  2. Select Conga Credit Memo Email Templates as the Folder. Click New Template and select a template type from Text, HTML, Custom or Visualforce.

    The folder names in the new orgs are auto-updated to Conga Credit Memo Email Templates after installing the latest Billing managed package. For existing orgs, the Admin has to manually update the folder label to Conga Credit Memo Email Templates by clicking Edit next to Folder.


     
     
  3. Provide template information such as Email Template Name, Subject, and Email Body.

The templates you create will be added to the Conga Credit Memo Email Templates folder.


After creating a Credit Memo template and a Credit Memo Email Template, you can apply them at the Account or Account Location level.