Overview
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In this article, you will learn to add invoice notes to Prebooks.
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The notes added to Prebooks are reflected on Invoices once the product is |
successfully billed. |
Instructions
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This option works with this billing methods: Automatic Billing, Allocations, Fill From Open Market and Prebooks in Units Pending Billing. |
Table 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.
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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. |
View Invoice Notes
Go to Order Entry and select Add Order.
Enter the Customer Name.
Click on the Order Notes link 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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This option works on the next billing methods: Automatic Billing, Allocations, Fill From Open Market and Units Pending to be Billed. |
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Roles enabled to perform this action: Admin, Sales Manager, Allocations, Procurement Manager