How add notes to a job on a work order or invoice


To add notes:

  • Select a part or a job in the POS. 

  • Click on the note icon to the right of the item list that is used to enter a memo on a part.



  • Click on the door to exit.

  • The description will begin with a star (*) to signify that a note was added to the selected part/job and it can contain several lines.

NOTES

  • The note will be printed on the estimate and on the invoice according to the item’s options in the inventory file.

  • Notes associated with a job will be printed on the work order only if the “Display on the work order” option is selected.