Common notes

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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 a default client invoice common note and it will be displayed in every client invoice you issue.

Go to the Account page, scroll down to the Default settings, and press "Update":

Default common note.png

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

1325.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

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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 a default vendor invoice common note that will be displayed in every vendors' invoices you issue.

Go to the Account page, scroll down to the Default settings, and press "Update":

Updacte.png

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

2c2 vcm.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

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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 that will be added to every quote you create.

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

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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 a default job PO common note that will be added to every job you create.

Go to the Account page, scroll down to the Default settings, and press "Update":

Updsfefate.png

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.

To do so, 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

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XHTML elements and attributes

TAG DESCRIPTION EXAMPLE VIEW
<a href> The <a> tag defines a hyperlink, which is used to link from one page to another. The most important attribute of the <a> element is the href attribute, which indicates the link's destination. <a href="protemos.com">Visit my website</a> 1 V.png
<b> The tag specifies bold text without any extra importance. <b>This text is bold</b> 2 B.png
<br/> The tag inserts a single line break. <br/>
<div> Defines a division part. It's a block-level element <div style="text-align: center;">This text is in the center.</div> 7 C.png
<h1> to <h6> Defines Headings level from 1 to 6 different sizes. <h1 style="color:blue;">This is a heading</h1> 3 H.png
<hr> Represents a thematic break between paragraph-level tags. It is typically drawn horizontal line. <hr/> 1 line.png
<i> The content inside is typically displayed in italic. <i>This text is italic</i> 4 I.png
<li> The tag defines a list item. The <li> tag is used inside ordered lists(<ol>), unordered lists (<ul>) <ol> <li>Quote</li> <li>Project</li> <li>Job</li> </ol> 8Q.png
<ol> The tag defines an ordered list. An ordered list can be numerical or alphabetical. The <li> tag is used to define each list item. <ol> <li>Quote</li> <li>Project</li> <li>Job</li> </ol> 8Q.png
<p> The tag defines a paragraph. <p>This project is due <span style="color: red;">30 days</span>.</p> 1 th.png
<span> The tag is an inline container used to mark up a part of a text, or a part of a document. The tag is much like the <div> element, but <div> is a block-level element and is an inline element. <p>This is a <span style="color:blue;"> paragraph</span>.</p> 5. P.png
<ul> The tag defines an unordered (bulleted) list. Use the <ul> tag together with the <li> tag to create unordered lists. <ul> <li>Quote</li> <li>Project</li> <li>Job</li> </ul> 6. Q.png
<style> Used to add CSS style <div style="text-align: center;">This text is in the center.</div> 7 C.png

That's the example on how your invoice can look like:

Common note ex.png Invoice ex.png

Note: please avoid this sign & because the system doesn't allow to save the common note.

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