Difference between revisions of "PDF templates"

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(Vendor invoice common notes)
(Quote common notes)
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=='''Quote common notes'''==
 
=='''Quote common notes'''==
  
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To add the quote common notes, go to '''Settings → Common notes → Quote''':
  
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[[File:Quote common note.png|border|300px]]
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Press '''"New common note"''':
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[[
  
[[File:Quote common note.png|border|300px]]
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Enter the name, the comment, and press '''"Create"''':
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[[
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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-won list choose the needed one, and press '''"Update"''':
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[[
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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"''':
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[[File:Screenshdot 1.png|border|900px]]
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Choose the needed invoice common note from the drop-down list, and press '''"Update"''':
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[[
  
 
=='''Job PO common notes'''==
 
=='''Job PO common notes'''==

Revision as of 16:26, 18 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.

Client invoice common notes

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

300px

Press "New common note":

900px

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

900px

You can define a default client invoice common note. Go to the Account page, scroll down to the Default settings, and press "Update":

900px

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

900px

You can define an individual common invoice note for the client. Open the needed 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

Vendor invoice common notes

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

300px

Press "New common note":

900px

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

900px

You can define a default vendor invoice common note. Go to the Account page, scroll down to the Default settings, and press "Update":

900px

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

900px

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

Quote common notes

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

Quote common note.png

Press "New common note":

[[

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

[[

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-won list choose the needed one, and press "Update":

[[

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

[[

Job PO common notes