Difference between revisions of "PDF templates"

Revision as of 14:03, 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.

Client invoice common notes

To add client invoice common notes, go to Settings → Common notes → Client invoice:

300px

Press "New common note":

900px

Enter the name, the comment, and press "Create":

900px

You can define default invoice common note. Go to Account, scroll down to the Default settings? and press "Update":

900px

From the drop-won list choose the needed one, and press "Update":

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:

900px

Choose the needed invoice common note from the drop-down list, and press "Update":

800px

Vendor invoice common notes

To add vendor invoice common notes, go to Settings → Common notes → Vendor invoice:

[[|border|300px]]

Press "New common note":

[[|border|900px]]

Enter the name, the comment, and press "Create":

[[|border|900px]]

You can define a default vendor invoice common note. Go to Account, scroll down to the Default settings? and press "Update":

[[|border|900px]]

From the drop-won list choose the needed one, and press "Update":

[[|border|900px]]

You can define an individual common invoice note for a vendor. Open the needed vendor profile, scroll down to the default settings and press update:

[[|border|900px]]

Choose the needed invoice common note from the drop-down list, and press "Update":

[[|border|800px]]

Quote common notes

Job PO common notes