Frequently Asked Question

The ability to include Customer Notes has been added to the invoice print. This requires that a Note Type be added with the setting to Print on Invoice = Y. These notes will print in the body of each invoice for the customer.

Note Type Maintenance

A new Note Type must be added to the system to identify which notes are to be included on the invoice. This is done using the menu option Utilities à System Setup à Accounts Receivable à Note Parameters. Use “1. Add Type” and use a letter or number as a code (eg “P”), assign a description and set Print on Invoice to “Y”.

Customer Note

Notes for the customer can be added through Accounts Receivable à Data Maintenance à Customer Notes or through the Invoice Screen using Shift F11 from the “customer #”. When adding the note use the type setup above and enter the text to be printed on the invoice.

Note: The invoice will only print the first 40 characters of each line of the note text

If multiple invoice print notes are setup for a customer, all of them will print on each invoice.