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Using the Comments PopUp

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This option allows you to choose up to seven comments that will print on the customer’s invoice. You can specify on screen 1 of the Center Control File whether you want this PopUp to appear automatically during the invoicing process. Add or edit comments in the Set Up Comments (1-6-1-3) screen. See Setting Up Comments for more information.

The on-the-fly comment feature allows you to include a comment on an invoice that is specific to one customer for one visit. These comments print on the invoice just like a regular comment and are archived with the invoice information. You must set up this feature on screen 1 of the Center Control File. See the Setting Up the Center Control File article for more information.

Use the following steps to access the Comments PopUp:

  1. On the Enter Invoices-Invoicing screen, press [F2] to display the PopUp Menu at the bottom of the screen (see below).

  1. Press O to receive a popup similar to the following:

  1. Type the numbers of the comments at the bottom of the screen that you want to print on the invoice. Type 55 to bring up the on-the-fly comment feature (see below), and type in a free-form comment (up to 30 characters). Make sure you type comments in the order you want them to print.

Note: If you want to include an additional on-the-fly comment, just type 55 again. To edit an on-the-fly comment, press the Up arrow key until your cursor is on the 55. Press [Enter] to bring up the comment window on your screen that contains the information you previously entered.
  1. To return to the Enter Invoices – Invoicing screen, press [Enter] on a blank field or after the seventh field when seven comments are specified.