Manage comments

When to use this procedure

Use this procedure to create, edit, or delete comments that will print on the invoice/receipt, for example, a reminder about an upcoming sale. These comments apply to the entire invoice and are separate from any receipt notes entered as part of the customer defaults. Both types of comments will print.

To add a comment to an single item on the invoice, refer to Adding notes to an invoice item.

The steps in this procedure apply to each of the following windows.

Steps to complete

Select from the options below to edit the comments on your invoice.

Select the large notes text box or comment text box and type any comments.

  1. Select the large notes text box or comment text box and press F6. The Select Comment window displays.
  2. Search for and select a comment.
  3. Click Select. The selected comment text is added to the text box.

Select comment text in the large text box and edit them as necessary. Any comments (manually entered or catalog) can be edited.

Select comment text in the large text box and delete unwanted text by selecting it and pressing Delete or use Backspace.

Helpful links

Manage catalog comments

Create a sales invoice

Create a layaway

Create an approval

Create a proposal

Modify a proposal

There are no related reports.

There are no related system variables.

Sales Invoice general overview

Layaway general overview

Approval general overview

Proposal general overview

Notes window

Sales Invoice window

Delivery Ticket window

Layaway window

Approval window

Proposal window