There are two ways to add notes below a product or job code on an invoice or job card: permanent notes that appear every time the product is used, and temporary notes that apply to a single invoice only.
Permanent Notes
Permanent notes are saved against the product and appear every time it is added to an invoice or job card.
Step 1: Open the Product Record
- Go to the Products menu from the left-hand navigation.
- Search for the product or job code using the filter.
- Click the blue Pen icon to edit the product.
Step 2: Enter the Notes and Save
- Enter the note to appear on the invoice, the job card, or both.
- Click the green Save button.
Step 3: Edit Existing Notes (Optional)
- On an invoice, click the green icon located between the Description and Hour fields on the product line.
- Make your changes and click the green Save button.
Temporary Notes
Temporary notes only appear on the current invoice and are not saved against the product for future use.
Step 1: Click the Notes Icon on the Invoice Line
- On the invoice, find the product line you want to add a note to.
- Click the green notes icon between the Description and Hour fields.
Step 2: Enter the Temporary Note
- Type your note in the text field.
- Click the green Save button.
Step 3: View the Note on the Invoice
The note will now appear below the product line on the invoice:
Good to Know
- Permanent notes appear on every future invoice or job card that uses the product. Use these for standard instructions or descriptions.
- Temporary notes only appear on the current invoice. Use these for one-off instructions or details specific to a single job.
- You can have both a permanent and a temporary note on the same product line.
Frequently Asked Questions
Will permanent notes appear on existing invoices?
No, permanent notes only appear on invoices created after the note is saved. Existing invoices are not affected.
Can I delete a permanent note?
Yes, edit the product record, clear the note text, and save. The note will no longer appear on future invoices.