Once your remarks are set up, you need to make sure you use them to cover your butt on your invoices. Some uses of remarks I have seen include:
- Disclaimers
- Thank yous
- Documentation requirements
- After hours phone numbers
- Cancellation penalties
- Acceptance of terms and pricing
When you are generating an invoice, up at the top center you will see a window that says BRANCH REMARKS. This should display the remarks you selected to ALWAYS PRINT, and you can verify them. Just below that window to the right is a button that says REMARKS.
Click that and you will see a window that looks familiar (it was in the set-up step). Now, just select (or unselect) any remarks that you need or don’t need.
You cannot change the order of the remarks in this window (go back to set-up to do that) and any remarks you add will be printed to the bottom.
This is frustrating for me when I need to add an international disclaimer as I always want my “Thank You” at the bottom. So what I end up doing is unchecking them all and then checking the ones I want in the order I want and they come out OK.
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