Overview

Excerpt
The system allows to add notes on Prebooks so they are reflected on Invoices once the product is sucessfully billed. This article explains how to do it.

Instructions

Ui steps

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

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

Ui step
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.

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

Panel

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Filter by label (Content by label)

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Info

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Ui text box

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