Using the Customize App feature, you can change the PDF template name in the Credit Notes app. Here, you can change the name of the template, page margin, page size, and page layout type. You can also add the attributes if needed while changing the name of the template.
Steps to configure
- Log in and access the Credit Notes app from the universal navigation bar.
- Select Settings from the App Header.
- From the Settings page, click on the Customize App → Print/Web Layouts from the left navigation panel.
- Click on the View Template option for the Template you need to change the name.
- On the Template page, change the name of the template.
- Click on the Save button to save the changes.
- Now, you view the updated PDF template name.
