Difference between revisions of "PDF templates"

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.

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

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

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Vendor invoice common notes

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

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Press "New common note":

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

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

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

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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:

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

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Quote common notes

Job PO common notes