Difference between revisions of "Common notes"

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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"''':
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You can define an individual common quote note for a client, and it will be displayed on every PDF file of the quote you send to the client.  
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To do so,  open the needed client profile, scroll down to the settings and press '''"Update"''':
  
 
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[[File:Screenshdot 1.png|border|900px]]

Revision as of 11:10, 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, and it will be displayed on every PDF file of the quote you send to 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