Comments, Other Fields

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otherfields

 
By: - This is the name of the person creating / authorizing the document. Names entered here are saved for re-use in a drop-down box.
 
Ship: (date) - the date you intend to ship the materials. Use the little button to show a calendar to select from.
 
Via: - how you intend to ship the order. For example "motor freight", "your truck", "pick up", etc. Items entered here are saved for re-use in a drop-down box.
 
FOB: - (free on board) the point at which the responsibility for the shipment passes from the seller to the buyer. For example, "factory", "jobsite", or a specific place. Items entered here are saved for re-use in a drop-down box.
 
Terms: - payment terms. For example, "net 10", "cash", etc. Items entered here are saved for re-use in a drop-down box.
 
Issue Date - the date of the document. Use the little button to show a calendar to select from.
 
Comments - this shows up at the bottom of documents, just below the totals. Examples might include "Thanks for your business!" (on an invoice or receipt), "Please sign and FAX back to 123 456 7890" (on a proposal), etc. Items entered here are saved for re-use in a drop-down box.
 
Job: (optional) - use this for indicating your customer's project number, etc. If left blank it does not show up at all. Items entered here are saved for re-use in a drop-down box.
 

With version 3, you can also keep a set of free-form text notes attached to each document. The note button is just to the right of the comments field:

 

note_edit

 

When notes exist for a document, the note button displays a bold exclamation point [ ! ]. When no notes exist, the button displays a horizontal line [ - ].

 

You may have the notes show on printed reports by checking the option on the reports menu:

 

note_menu