Invoice comments can be created and saved as templates in two ways:
created from an existing comment (if you have permission and access to do so)
created in the settings module by a system administrator
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This article only contains information on how to create a template from an existing comment |
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ON THIS PAGE YOU WILL FIND: |
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CREATE A TEMPLATE
In the jobs list > select the job
Click on the invoice icon in the left-hand navigation
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Go to the comments tab
Click add new comment button or type directly into
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Enter subject text in the subject field
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The subject field text will appear in bold on your Invoice by default
Add in your comments in the text field
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Whatever is in the text field will appear in italics on your Invoice by default
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SAVE A TEMPLATE
Click the save selected comment as template button
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Give the template a name
Click ok
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Your comments template will now be available to usefor users to select and add to individual invoices
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