Invoice Notes and Invoice End Notes

There are a few different options for notes that will appear on invoices, or for notes that you want to keep internally about invoices.

1. Default Invoice Note - You can set a standard note that will be a default note for all new invoices. Set the note in the field Admin -> Billing -> Company Options -> Defaults -> Default Invoice Note. On the same settings page under Formatting you can check the option Show Notes at Bottom if you'd like the invoice note to show below line items on invoice PDFs. Otherwise the invoice notes will appear above line items. For each invoice you can override the default note by editing the value in the Invoice Notes box. These notes will be visible to the customer.
2. Invoice End Notes - If you'd like to have a regular set of text that will be added to invoice PDFs for terms and conditions or similar, you can set up Admin -> Billing -> Invoice End Notes. If you'd like the end notes to be automatically selected for new invoices, you can mark the Auto Select box when adding or editing an end note. Select which end notes to print on invoices when using POS by clicking on Additional Invoice Options to expand the options in that area, and then checking the boxes for the notes to add in the table labeled Notes To Print On Following Pages. If the end notes are relatively short, you can choose to have them added to the end of the standard invoice note by turning on the setting Admin -> Billing -> Company Options -> Formatting -> Show End Notes On Main Invoice.
3. Internal Notes - If you'd like to add notes to invoices that will be for internal purposes only, you can click the link View/Add/Delete Invoice Notes when editing an invoice. These notes won't be visible to the customer. When you email invoices to customers, an internal invoice note will be added automatically recording that an invoice was emailed.
4. Line Item Notes - You can add pre-defined line notes that users can click to have added to line items when creating fulfillment or POS orders by going to Admin -> Orders -> Order Line Item Notes. To add a note to a line item, click the plus link for the line item to expand the line item details, then click the title of the note to include below the Line Note box.

Quote Comments

Where: Admin -> Billing -> Quote Comments

A quote comment is a short, general statement printed on every quote for the customers it is assigned to, for example "50% down with order" or "Prices valid for 30 days".

1) Click Add, type the Quote Comment and click Save. To change one, pick it from the dropdown and click Edit; Delete removes it after a confirmation.

2) Assign the comment to a customer in the Quote Comment field of the customer record (New Customer or Edit Customer). From then on it prints on that customer's quotes.

Purchase Order End Notes

Where: Admin -> Payables -> PO End Notes

PO end notes are reusable blocks of text you can attach to a purchase order as you create it, for standing instructions to vendors such as delivery hours or packing requirements.

1) Click Add. Enter the Selection Name for Note (the short name shown in the list when choosing a note; it does not print), the Text Portion of Note (what prints on the PO) and the Display Order (lower numbers appear first in the list). Click Save.

2) To change or remove a note, pick it from the dropdown and click Edit, then Save or Delete.

3) When entering a purchase order, choose the notes to include and their text is copied onto that PO, so later edits to the stored note do not change POs already created.