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
| Info |
|---|
This article only contains information on how to create a template from an existing comment |
...
ON THIS PAGE YOU WILL FIND: |
|---|
...
CREATE A TEMPLATE
In the jobs list > select the job
Click on the invoice icon in the left-hand navigation
...
Go to the comments tab
Click add new comment button
...
Type your Enter subject into text in the subject field
...
The subject field text will appear in bold on your Invoice by default
Add in your comments in the text field
...
SAVE A TEMPLATE
Click the save selected comment as template button
...
Your comments template will now be available to usefor users to select and add to individual invoices
...
Related articles
...
| Filter by label (Content by label) | ||||||
|---|---|---|---|---|---|---|
|