Comments can be used to add terms and conditions, or specific notes like special payment terms on a price quote. Comments can be added:
manually
from a template created from an existing comment
from a template created in the settings module by a system admin
ON THIS PAGE YOU WILL FIND: |
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INSERT A NEW COMMENT
In the jobs list > select the job
Click on the price icon in the left hand navigation
Go to the comments tab
Click add new comment button or type directly into the subject field
Whatever is in the subject field will appear in bold on your Price Quote by default
Add in your comments in the text field
Whatever is in the text field will appear in italics on your Price Quote by default
INSERT A COMMENT FROM A TEMPLATE
Follow the steps above…
Go to the comments tab
Click add template comment(s) button
Select your template
SHOW COMMENT
To show the comment on your price quote
Tick the show box
And select the text alignment
If you wish to add in a page break
Make a selection in the page break field
This is how your comments will appear on your price quote
