Add Template Comments to Invoices

Use the Invoice submodule to add template comments to invoices of selected jobs.

To use the Invoice submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add a template comment to an invoice:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job with the invoice that you want to add a template comment to.
3. On the side toolbar, click Invoice.
4. On the grid toolbar, use the drop-down list to select the invoice that you want to add a template comment to.
   Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to add a template comment to.
5. Click the Comments tab.
6. Click Add template comment(s) .
7. In the Add Comment(s) from Template dialog box, highlight the template that you want to add as comment.
   WorkBook automatically adds the highlighted template as a comment.
8. Click Close .