Add notes to an invoice item
When to use this procedure
Use this procedure to add notes to an individual item on the Sales Invoice window, Layaway window, Approval window, or Proposal window. Notes for items print directly below the associated item on the receipt.
To add notes to the invoice as a whole, refer to Managing comments on the invoice.
Example of use
A customer purchased a piano, a bench, and several books. You offered an extended warranty on the piano and want to note the details of that warranty for that item only, rather than for the entire invoice.
Steps to complete
- On the Sales Invoice, Layaway, Approval, or Proposal window, highlight an item in the grid.
- Click Notes. The Notes window displays.
- Complete one or both of the following.
- Enter any notes for the item.
- Press F6 to select a catalog comment on the Select Comment window.
- Click Save. An asterisk displays in the grid for the line item.
Did you know? You can right-click in the grid on the Sales Invoice, Approval, or Proposal window and select Line Item Notes to complete this procedure.
