Difference between revisions of "PDF templates"
Aleksandra.d (talk | contribs) |
Aleksandra.d (talk | contribs) (→Client invoice common notes) |
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[[File:2 client cn.png|border|900px]] | [[File:2 client cn.png|border|900px]] | ||
| − | Enter the name, the comment | + | Enter the name, the comment, and press '''Create''': |
| − | [[File: | + | [[File:1NEW UPD.png|border|600px]] |
You can define default invoice common note. Go to '''Account''', scroll down to the Default settings? and press '''"Update"''': | You can define default invoice common note. Go to '''Account''', scroll down to the Default settings? and press '''"Update"''': | ||
[[File:Default common note.png|border|900px]] | [[File:Default common note.png|border|900px]] | ||
| + | |||
| + | From the drop-won list choose the needed one, and press '''"Update"''': | ||
| + | |||
| + | [[File:111111.png|border|900px]] | ||
You can define an individual common invoice note for the client. Open the needed client profile, scroll down to the default settings and press update: | You can define an individual common invoice note for the client. Open the needed client profile, scroll down to the default settings and press update: | ||
Revision as of 13:37, 18 May 2020
You can define common notes for client invoices, vendor invoices, quotes and job PO.
Common note text can contain valid XHTML 1.0 markup. Allowed XHTML elements: a, b, br, div, h1, h2, h3, h4, h5, h6, hr, i, li, ol, p, span, ul. Allowed attributes: href, style.
Contents
Client invoice common notes
To add client invoice common notes, go to Settings → Common notes → Client invoice:
Press New common note:
Enter the name, the comment, and press Create:
You can define default invoice common note. Go to Account, scroll down to the Default settings? and press "Update":
From the drop-won list choose the needed one, and press "Update":
You can define an individual common invoice note for the client. Open the needed client profile, scroll down to the default settings and press update:
Choose the needed invoice common note from the drop-down list, and press "Update":
