Difference between revisions of "PDF templates"

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(Client invoice common notes)
(Client invoice common notes)
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[[File:3 cl inv.png|border|600px]]
 
[[File:3 cl inv.png|border|600px]]
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You can define default invoice common note. Go to '''Account''', scroll down to the Default settings? and press '''"Update"''':
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[[File:Default common note.png|border|900px]]
  
 
=='''Vendor invoice common notes'''==
 
=='''Vendor invoice common notes'''==
 
=='''Quote common notes'''==
 
=='''Quote common notes'''==
 
=='''Job PO common notes'''==
 
=='''Job PO common notes'''==

Revision as of 13:18, 18 May 2020

You can define common notes for client invoices, vendor invoices, quotes and job PO.

Client invoice common notes

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

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Press New common note:

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Enter the name, the comment itself and press Create:

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

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Vendor invoice common notes

Quote common notes

Job PO common notes