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.
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.