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Invoice > Set Up Template Invoice Comments

Invoice > Set Up Template Invoice Comments

Invoice comments can be created and saved as templates in two ways:

  1. created from an existing comment (if you have permission and access to do so)

  2. created in the settings module by a system administrator

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

ON THIS PAGE YOU WILL FIND:

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

  • Enter subject text in the subject field

The subject field text will appear in bold on your Invoice by default

  • Add your comments in the text field


SAVE A TEMPLATE

  •  Click the save selected comment as template button

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


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