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Default Invoice Narrations

Why not save time and save as default the comments you use most often?

If you find that you tend to use the same invoice line comments often, it is handy to save them as default narrations.

Go to Invoices >> Load Invoices >> click on the relevant ‘Invoice No’ to go into the ‘Invoice Management’ screen >> then go to ‘Invoice Lines, Narratives and Amounts’ section. Here, in the ‘Invoice Line Details’  table, you can click on the  pencil edit button to edit any invoice line.

The Create/Edit Invoice Line pop up appears, where you can select a narration from the default narrations dropdown list.

You can also add a narration to your defaults list from this screen, or you can add to your default narrations at a system level from: Administration >> Settings >> Invoice Settings >> under the Invoice Line Settings section.

Abtrac KB# 2034

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