Invoice Standard Comments

Use this option to set up and maintain the comments you want printed on client bills and estimates as well as specify the location of the comments on client bills and estimates.

Standard comments may be referenced when opening jobs in either Production Maintenance or Workflow and preparing estimates.

Comments may be standardized at higher levels in the Client Profile or Agency Profile.

1. Select Production Maintenance|Job Maintenance|Invoice Standard Comments.

Invoice Standard Comments Prompt

2. Select one of the following Comment Types from the drop-down list.

• Preceding Comments appear in the header of the printed bill or estimate, before the line item detail.

• Concluding Comments appear after the line item detail.

• Remittance Comments appear on the remittance advice.

3. Key the Comment ID then click the Next icon .

Invoice Standard Comments Entry Window

4. Click the Add icon to add lines for comments.

5. Key comments then click the Save icon .