Adding a Comment to an Invoice
Comments are used to put any note you would like to have print on the invoice. It will print in the detail area of the invoice unless you have customized your invoice printout to print it somewhere else. You can have common, pre-defined comments that you can easily add by choosing the comment code you assign to it, or you can skip the comment code and just type something in. Comments are also commonly attached to models, items, etc. so when add that detail line to the invoice the comment line is also automatically added.
| Comment Code | If you have set up pre-defined comments then each of them will have a code assigned to it, which is just a short abbreviation for the comment. Just type in the comment code or choose from the drop down to have that comment added to the invoice. |
| Comment Description | If you selected a comment code, then the full comment will be filled in here. If you do not want to use a comment code, you can skip to this field (the large white text box) and just type in whatever comment you want. |
| Update History checkbox | If checked, then this comment will show up in the summary of the customer’s history. Typically you don’t send individual comments to history, since the complete invoice will always remain in EPASS. |
| Package | Designates if this comment is part of a package or not. This is covered in full in the Selling a Package on an Invoice section. |
| Trip # | This is only applicable for a service invoices. It designates on which trip this comment applies to. |
| Created | The user who created this comment and the date it was created. |
| Modified | The user who last modified this comment and the date it was modified. |