Invoice comments can be created and saved as templates in two ways:
created from an existing comment
created in the settings module by a system administrator
This article only contains information on how to create a template from an existing comment
You will only be able to save comments as templates if you have permission to do so.
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
Go to the comments tab
Click add new comment button
Enter subject text in the subject field
Whatever is in the subject field 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 use