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

CREATE A TEMPLATE

• In the jobs list > select the job

• Click on the invoice icon in the left-hand navigation

Open

• Go to the comments tab

• Click add new comment button

Open

• Enter subject text in the subject field

• 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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