Add notes to a product or job code already in an invoice or job card

There are two ways to enter notes or additional information to appear below a product or job code on an invoice and/or a job card. The first is to enter a note that appears any time the product/job code is entered on to a job card or invoice and the second is to add it for a particular job card or invoice only.

Permanent Notes

1. To enter a permanent note on a specific product/job, go to the ProductsĀ menu option from the left hand navigation menu, then search for the product/job code in the filter. Click on the blue ‘Pen’Ā icon to open up the details of that particular product/job code.

2. Enter the notes, you can enter either a note to appear on an invoice only or a job card only or you can enter a note for both. Once entered click on the greenĀ ‘Save’Ā Ā button.

3. To edit the permanent invoice or job card notes for a product or job code, click on the green icon located between theĀ DescriptionĀ andĀ HourĀ fields, make the necessary changes and then click the greenĀ ‘Done’Ā button. Any changes made will only effect this invoice or job card, the permanent notes entered on the product/job code level will not change;

Temporary Notes

1. To enter notes to appear under a product or labour line on a particular job card or invoice, click on the green icon between theĀ Description and HoursĀ fields, enter the notes and then click the greenĀ ‘Done’Ā button.

 

The notes will appear on the printed job card as per below:

The notes will appear on the printed invoice as per below: