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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.

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Info
titleInformation

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