Overview

The system allows

adding notes on Prebooks so they are reflected on Invoices once the product is

successfully billed. This article explains how to do it.

Instructions

Info

This option works on the next billing methods: Automatic Billing, Allocations, Fill From Open Market and Units Pending to be Billed.

Roles enabled to perform this action: Admin, Sales Manager, Allocations, Procurement Manager.

Instructions

Go to Prebooks & SO's>>Add Prebook.

 Create the Prebook Header and click on Invoice Notes. Enter the desired notes (max. 130 characters) and proceed to add the products.

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Once the Prebook is billed, open the Add Order screen. Click on the order notes link, below the customer information This notes will be visible on the field Invoice Notes and will apear on the PDF of the invoice.

 If several Prebooks with notes are associated to an Invoice, the system will consolidate them in different lines.

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