Help us improve

comment line in invoices and quotes

If I create an invoice, I can add an ‘item line’ which is pre-filled with product sales code i.e. 4001 then a product within this code.

However if I wish to insert a comment I have to type out each time or cut and paste from elsewhere. There does not appear to be anyway of inserting prefilled text blocks as sometimes I have to use different text but the different text blocks will be used repeatedly depending upon the invoice or fee quote.

I wasn’t sure if I created a sales code with no value I could then create text blocks, within the product description, which could be used ‘prefilled’ in the same way as the product description.

  • Lee Kyson
  • Apr 6 2017
  • Acknowledged
  • Attach files