Difference between revisions of "PDF templates"

Revision as of 10:08, 20 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.

To add the common notes, go to Settings → Common notes:

You always can update or delete the note:

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Client invoice common notes

To add the 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 the common invoice note for the needed client. Open the client profile, scroll down to the 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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You can update this setting in the invoice as well. Open the needed invoice and press "Update":

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

Vendor invoice common notes

To add the 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 an individual common invoice note for a vendor. Open the needed vendor profile, scroll down to the 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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You can update the common vendor invoice note in invoices as well. Open the needed invoice 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

To add the quote common notes, go to Settings → Common notes → Quote:

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 quote common note. Go to the Account page, scroll down to the Default settings, and press "Update":

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

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You can define an individual common quote note for a client, and this common quote note will be displayed on every quote for the client.

To do so, open the needed client profile, scroll down to the settings and press "Update":

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

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You can update the common quote note in the needed quote as well. Open the quote and press "Update":

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

Job PO common notes

To add the job PO common notes, go to Settings → Common notes → Job PO:

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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 an individual common job PO note for a vendor. Open the needed vendor profile, scroll down to the settings and press "Update":

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

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You can update the common job PO note for the needed job. Open the job and press "Update":

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

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