Difference between revisions of "PDF templates"

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(Vendor invoice common notes)
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[[File:1NEW UPD.png|border|900px]]
 
[[File:1NEW UPD.png|border|900px]]
  
You can define a default client invoice common note. Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
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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"''':
  
[[File:Default common note.png|border|900px]]
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[[File:4 settings.png|border|900px]]
  
From the drop-won list choose the needed one, and press '''"Update"''':
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Choose the needed invoice common note from the drop-down list, and press '''"Update"''':
  
[[File:1325.png|border|900px]]
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[[File:11 from.png|border|800px]]
  
You can define an individual common invoice note for the client. Open the needed client profile, scroll down to the settings and press '''"Update"''':
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You can update this setting in the invoice as well. Open the needed invoice and press '''"Update"''':
  
[[File:4 settings.png|border|900px]]
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[[File:Screekknshot 2.png|border|900px]]
  
 
Choose the needed invoice common note from the drop-down list, and press '''"Update"''':
 
Choose the needed invoice common note from the drop-down list, and press '''"Update"''':
  
[[File:11 from.png|border|800px]]
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[[File:Scrseeddnshot 3.png|border|600px]]
  
 
=='''Vendor invoice common notes'''==
 
=='''Vendor invoice common notes'''==
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[[File:1 nedw.png|border|900px]]
 
[[File:1 nedw.png|border|900px]]
  
You can define a default vendor invoice common note. Go to the '''Account''' page, scroll down to the Default settings, and press '''"Update"''':
+
You can define an individual common invoice note for a vendor. Open the needed vendor profile, scroll down to the settings and press '''"Update"''':
  
[[File:Updacte.png|border|900px]]
+
[[File:Screecdnshot 1.png|border|900px]]
  
From the drop-won list choose the needed one, and press '''"Update"''':
+
Choose the needed invoice common note from the drop-down list, and press '''"Update"''':
  
[[File:2c2 vcm.png|border|900px]]
+
[[File:Sffettings.png|border|800px]]
  
You can define an individual common invoice note for a vendor. Open the needed vendor profile, scroll down to the settings and press '''"Update"''':
+
You can update the common vendor invoice note in invoices as well. Open the needed invoice and press '''"Update"''':
  
[[File:Screecdnshot 1.png|border|900px]]
+
[[
  
 
Choose the needed invoice common note from the drop-down list, and press '''"Update"''':
 
Choose the needed invoice common note from the drop-down list, and press '''"Update"''':
  
[[File:Sffettings.png|border|800px]]
+
[[
  
 
=='''Quote common notes'''==
 
=='''Quote common notes'''==

Revision as of 09:58, 19 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.

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":

900px

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

800px

You can update this setting in the invoice as well. Open the needed invoice and press "Update":

Screekknshot 2.png

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

Scrseeddnshot 3.png

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":

900px

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

800px

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

[[

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

[[

Quote common notes

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

Quote common note.png

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":

1 upd fef comm.png

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. Open the needed client profile, scroll down to the settings and press "Update":

Screenshdot 1.png

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

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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 a default job PO common note. Go to the Account page, scroll down to the Default settings, and press "Update":

900px

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

Screensaswfhot 3.png

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":

900px

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

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