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This article only contains information on how to create a template from an existing comment

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

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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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SAVE A TEMPLATE

  •  Click the save selected comment as template button

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  • Your comments template will now be available for users to select and add to individual invoices

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