Note Template are pre-defined notes that are use for to fill up the memo and notes of an invoice.
To create or update these, please follow this guide:
(1) Go to Home > Click on the Settings icon
(2) Click on the LISTS > Note Templates
(3) To update the content, click on the category > then tap the overflow menu of the specific note > then choose Edit to change it.
(4) To add new notes, click on the + icon.
(5) Then enter the Title, Category and the Content of the notes.
(6) This will display the new note template entry to the list.
Then to use this on an invoice:
(1) Open or access an invoice > then click on MEMO
(2) Then click on the 4 boxes icon.
(3) Then choose on a specific note template to be used.
(4) Then click on the Use this.
(5) Then click on the Save button.
(6) This will display the notes to the invoice.
Transaction Numbers