Difference between revisions of "Common notes"

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(Vendor invoice common notes)
(Quote common notes)
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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.
 
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.
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To add the common notes, go to '''Settings → Common notes:'''
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[[File:Screreenshot 1.png|border|300px]]
  
 
You always can update or delete the note:
 
You always can update or delete the note:
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[[File:Screeddnshot 3.png|border|900px]]
 
[[File:Screeddnshot 3.png|border|900px]]
  
You can define an individual common quote note for a client. Open the needed client profile, scroll down to the settings and press '''"Update"''':
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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"''':
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[[File:1 upd fef comm.png|border|900px]]
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From the drop-down list choose the needed one, and press '''"Update"''':
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[[File:Screednddshot 4.png|border|600px]]
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You can define an individual common quote note for a client. This common quote note will be displayed in every quote for the client. To do so,  open the needed client profile, scroll down to the settings and press '''"Update"''':
  
 
[[File:Screenshdot 1.png|border|900px]]
 
[[File:Screenshdot 1.png|border|900px]]

Revision as of 10:54, 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:

Screreenshot 1.png

You always can update or delete the note:

SsScreenshot 1.png

Client invoice common notes

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

1 client cn.png

Press "New common note":

2 client cn.png

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

1NEW UPD.png

You can define the common invoice note for the needed client. Open the client profile, scroll down to the settings and press "Update":

4 settings.png

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

11 from.png

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:

Vendvor cn.png

Press "New common note":

New cn.png

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

1 nedw.png

You can define an individual common invoice note for a vendor. Open the needed vendor profile, scroll down to the settings and press "Update":

Screecdnshot 1.png

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

Sffettings.png

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

Screenshot 9.png

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

Sccreenshot 8.png

Quote common notes

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

Quote common note.png

Press "New common note":

Screenffshot 2.png

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

Screeddnshot 3.png

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":

Screednddshot 4.png

You can define an individual common quote note for a client. This common quote note will be displayed in every quote for the client. To do so, 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":

Screensfffhot 5.png

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

Screejjlnshot 4.png

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

Screeasdnshot 5.png

Job PO common notes

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

1 common note.png

Press "New common note":

Scrcsdeenshot 1.png

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

Screenvvvvvshot 2.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":

Screeqnshot 4.png

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

Screesqnshot 5.png

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

Scdrreenshot 6.png

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

Screenshot 7.png