Invoice > Add Comments to an Invoice

Comments can be used to add terms and conditions, or specific notes like special payment terms to an invoice. Comments can either be added:

1. manually

2. by copying a price quote (with comments) to an invoice

3. from a template created from an existing comment

4. from a template created in the settings module by a system admin

INSERT A NEW COMMENT

• 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

INSERT A COMMENT FROM A TEMPLATE

If you have standard or commonly used terms (comments) across the agency, these can be saved as templates that users can select and add to individual invoices.

• Go to the comments tab

• Click add template comment(s) button

• Select the template to add

SHOW COMMENT

To show the comment on your invoice

• Tick the show box

• And select the text alignment (Left / Right / Center)

• Comments will appear at the end of your invoice, i.e.

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