You can add wording/remarks that will print at the very bottom of each of your documents. There is a company-wide default, as well as the ability to set specific remarks per Project and per document inside that Project. Setting the Company-wide default remarks will only affect FUTURE Projects. Setting the Project default remarks will only affect FUTURE proposals/invoices within that Project.
To set these remarks as a company-wide default for Proposals, follow these steps:
1. Go to Settings and select Workflow Settings.
2. At the top, select the Proposals tab.
3. At the bottom there is an area for remarks, type in your preferred remark and then click Save.
To set these remarks as a company-wide default for Invoices, follow these steps:
1. Go to Settings and select Workflow Settings.
2. At the top, select the Invoices tab.
3. At the bottom there is an area for remarks, type in your preferred remark and then click Save.
To set these conditions as a company-wide default for Purchase Orders, follow these steps:
1. Go to Settings and select Workflow Settings.
2. At the top, select the PO/WO Orders tab.
3. At the bottom there is an area for conditions, type in your preferred conditions and then click Save.
To change these remarks on a specific Proposal, follow these steps:
1. Go to the Project and select the Proposals tab.
2. Edit the Proposal by clicking on the Proposal No.
3. Select the Remarks tab.
4. Type in your preferred remarks and then click Save.
To change these remarks on a specific Invoice, follow these steps:
1. Go to Accounts Receivable and select Client Invoices.
2. Select the Existing tab.
3. Find the Invoice you want to change the remarks for and select it by clicking in the box to the left of the Invoice.
4. Click on Actions and select Modify.
5. Select Update remarks and type in your preferred remarks and then click Save.
