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Using the Note PopUp

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This option allows you to type a note about this vehicle or customer that pops up on the screen when the vehicle returns for its next servicing. It does not print on the customer invoice. A vehicle note is only saved when you press [F4] to save the vehicle information. This popup allows you to enter a drop date that indicates when you want the note to be removed.

Note: This note appears in the Maintain Vehicle History option, even after the drop date, until the car comes in for service.

Use the following steps to access the Note 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 N to receive a popup similar to the following:

Note: The popup can also be reached from the tendering screen in the same way.
  1. Type in text, then press [Tab] to get to the Drop Date field.
  2. Type in a drop date, if desired. The note will be removed, or “dropped,” from the vehicle record the next time the vehicle comes in for service after the drop date. If you leave Drop Date blank, the note is always attached to this vehicle until you enter the drop date.