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Overview

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Excerpt
The system allows to add notes on Prebooks so they

In this article, you will learn to add invoice notes to Prebooks.

Tip

Roles: Admin, Sales Manager, Allocations, and Procurement Manager.

Info

The notes added to Prebooks are reflected on Invoices once the product is

sucessfully

successfully billed.

This article explains how to do it.

Instructions

 

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Note

This option works with this billing methods: Automatic Billing, Allocations, Fill From Open Market and Prebooks in Units Pending Billing.

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Add Invoice Notes to Prebooks

To add invoice notes to prebooks, do the following steps:

  1. Go to Prebooks & SO'

s>>Add
  1. s and select Add Prebook.

Ui step Create the Prebook Header and click
  1. Fill in the Prebook information.

  2. Click on Invoice Notes

. Enter the desired notes
  1. (max. 130 characters)

and proceed
  1. .

  2. Click on Save.

  3. 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
  1. Products.

  2. Click on Add.

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View Invoice Notes

  1. Go to Order Entry and select Add Order.

  2. Enter the Customer Name.

  3. Click on the Order Notes link in the General Customer Information section.

  4. Check the notes related to the Order.

  5. Click on Print in the General Order Information section.

  6. Check the Invoice checkbox.

  7. Select the PDF option in the drop-down menu to the right.

Info

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

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