Using NolaPro > Admin > Setup - Billing
Invoice Notes
Use this area to create standard notes that can be attached to orders and invoices to better define terms, conditions, etc.

  1. From the Main Menu, select Admin -> Setup Receivables -> Invoice Notes.

  2. Your screen should look similar to this:

Edit an Existing Invoice Note

  1. Select the Invoice Note to be edited from the pull-down list.

  2. Click the Edit button. Your screen should look similar to this:

    1. Selection Name for the Note: This is the short name which you will see in order entry and invoice entry.

    2. Text Portion of Note: Update the Full text of the note.

    3. Display Order: This will determine the order in which the notes appear on the drop-down during order entry and invoice entry. A smaller number will appear before a larger number.

  3. Click the Save button to save changes.

  4. Click the Delete button to delete the Note.

Add a New Invoice Note

  1. Click the Add button. Your screen should look similar to this:

    1. Selection Name for the Note: This is the short name which you will see in order entry and invoice entry.

    2. Text Portion of Note: Update the Full text of the note.

    3. Display Order: This will determine the order in which the notes appear on the drop-down during order entry and invoice entry. A smaller number will appear before a larger number.

  2. Click the Save button to save the Customer Group.

  3. Click the Back button to return to the previous screen without saving.