Difference between revisions of "PDF templates"
From Protemos Wiki
Aleksandra.d (talk | contribs) (→Client invoice common notes) |
Aleksandra.d (talk | contribs) (→Client invoice common notes) |
||
| Line 14: | Line 14: | ||
[[File:3 cl inv.png|border|600px]] | [[File:3 cl inv.png|border|600px]] | ||
| + | |||
| + | You can define default invoice common note. Go to '''Account''', scroll down to the Default settings? and press '''"Update"''': | ||
| + | |||
| + | [[File:Default common note.png|border|900px]] | ||
=='''Vendor invoice common notes'''== | =='''Vendor invoice common notes'''== | ||
=='''Quote common notes'''== | =='''Quote common notes'''== | ||
=='''Job PO common notes'''== | =='''Job PO common notes'''== | ||
Revision as of 14:18, 18 May 2020
You can define common notes for client invoices, vendor invoices, quotes and job PO.
Contents
Client invoice common notes
To add client invoice common notes, go to Settings → Common notes → Client invoice:
Press New common note:
Enter the name, the comment itself and press Create:
You can define default invoice common note. Go to Account, scroll down to the Default settings? and press "Update":
