Solution Number:
3265
Name:
Automatic Notes on Customer Invoices
Description:
Use the new Order Preferences found in the Cust Prefs tool to automatically add any or all of the following Automatic Notes when printing built-in Invoice forms:
Customer Code
Customer Listing
Total Quantity (total count of all Items on the Quote)
Boilerplate Text
Read the instructions below for maximizing the benefit of these options. (3265)
Status:
Added in 2.5
Picture:
Solution:
Big Business includes the option to automatically fill in the Notes on a Customer Invoice. All of these items are added during printing and work only with Built-In forms (not Custom Forms).
The following can be automatically added:
• Customer Code
• Customer Listing
• Total Quantity (total count of all Items on the Invoice)
• Quote Number
• Sales Order Number
• Payments Received (including Reference, Amount, Discount, and Finance Charge)
• Boilerplate Text
To automatically add Notes to Invoices:
1. Open the Customer Prefs.
2. Click on the Invoice Preferences button.
3. Click the checkbox for each item you wish to add.
4. Fill in any Boilerplate text you wish to add.
5. Click the OK buttons to save changes to Invoice Preferences and Customer Prefs.
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