Create Price Quote and Invoice Comments

Use the Price Quote and Invoice Comments submodule to create price quote and invoice comments.

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

To create a price quote and invoice comment:

  1. On the main toolbar, click Settings .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create a price quote and invoice comment.
  3. In the left pane of the Settings screen, click Projects & Jobs > Price Quote and Invoice Comments.
  4. On the grid toolbar, click Create a new comment .
  5. You can edit the Subject and Text fields by double-clicking on the corresponding fields.