Difference between revisions of "PDF templates"
Aleksandra.d (talk | contribs) (→Vendor invoice common notes) |
Aleksandra.d (talk | contribs) (→Vendor invoice common notes) |
||
Line 61: | Line 61: | ||
Choose the needed invoice common note from the drop-down list, and press '''"Update"''': | Choose the needed invoice common note from the drop-down list, and press '''"Update"''': | ||
− | [[|border|800px]] | + | [[File:2c2 vcm.png|border|800px]] |
=='''Quote common notes'''== | =='''Quote common notes'''== | ||
=='''Job PO common notes'''== | =='''Job PO common notes'''== |
Revision as of 14:38, 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":
Vendor invoice common notes
To add vendor invoice common notes, go to Settings → Common notes → Vendor invoice:
Press "New common note":
Enter the name, the comment, and press "Create":
You can define a default vendor invoice common note. Go to the Account page, 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 a vendor. Open the needed vendor profile, scroll down to the default settings and press update:
Choose the needed invoice common note from the drop-down list, and press "Update":