supportedge
October 3rd, 2017, 04:45 PM
Hello, I'm looking for way to automatically add client specific notes or comments on bills/invoices. In particular for contracts. I don't really want to create items with zero values because doing it this way makes the invoices look messy and confusing with unit numbers and $$, etc. I'm looking for something like the textual line feature in the 'Quotes' section that would get copied across to the next contract period like contract charges do. Currently I'm manually adding these notes in Quickbooks after the invoice is generated which is extremely laborious. Especially since the notes are normally exactly the same per client every month. Thanks for you help. Ben