Adding Notes to a Quote, Sales Order or Invoice

1. Go to Accounting. 

2. Locate the Quote, Sales Order or Invoice you wish to edit.

If creating a new Quote, Sales Order or Invoice select the New Quote, Sales Order or Invoice.

 3. In the bottom left corner, you are able to type in the text field with the heading, Notes. These notes will be saved directly to the Quote, Sales Order or Invoice, and will be printed on the PDF for the customer.

 4. Finish creating or editing the Quote, Sales Order or Invoice and save.