Overview
The system allows adding notes on Prebooks so they| Anchor | ||||
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In this article, you will learn to add invoice notes to Prebooks.
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Roles enabled to perform this action: Admin, Sales Manager, Allocations, Procurement Manager.
InstructionsTable of Contents
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Add Invoice Notes to Prebooks
To add invoice notes to prebooks, do the following steps:
Go to Prebooks & SO'
s and select Add Prebook.
Fill in the Prebook
information.
Click on Invoice Notes
(max. 130 characters)
.
Click on Save.
Proceed to add the
Products.
Click on Add.
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.
View Invoice Notes
Go to Order Entry and select Add Order.
Enter the Customer Name.
Click on the Order Notes link, down in the General Customer Information section.
Check the notes related to the Order.
Click on Print, in the General Order Information section.
Check the Invoice checkbox.
Select the PDF option in the drop-down menu to the right.
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If several Prebooks with notes are associated to an Invoice, the system will consolidate them in different lines. |
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