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You can define common notes for client invoices, vendor invoices, quotes and job PO. | You can define common notes for client invoices, vendor invoices, quotes and job PO. | ||
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| + | 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'''== | =='''Client invoice common notes'''== | ||
Revision as of 13:33, 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 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":
