Difference between revisions of "PDF templates"
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Aleksandra.d (talk | contribs) (→Client invoice common notes) |
Aleksandra.d (talk | contribs) (→Client invoice common notes) |
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[[File:Default common note.png|border|900px]] | [[File:Default common note.png|border|900px]] | ||
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| + | 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: | ||
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| + | [[File:4 settings.png|border|900px]] | ||
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| + | Choose the needed invoice common note from the drop-down list, and press '''"Update"''': | ||
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| + | [[File:11 from.png|border|800px]] | ||
=='''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 13:30, 18 May 2020
You can define common notes for client invoices, vendor invoices, quotes and job PO.
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 itself and press Create:
You can define default invoice common note. Go to Account, 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:
Choose the needed invoice common note from the drop-down list, and press "Update":
