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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.

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Comment Fields​

Comment CodeIf 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 DescriptionIf 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 checkboxIf 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.
PackageDesignates 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.
CreatedThe user who created this comment and the date it was created.
ModifiedThe user who last modified this comment and the date it was modified.

Adding a Notepad Entry When a Comment is Deleted​

In the Invoice Type settings, there’s an option to add a note to the Invoice Notepad when a Comment is deleted. This option is disabled by default.

A deleted comment recorded in the Invoice Notepad

To Enable the Option​

  1. Go to Tools > System Maintenance.

  2. On the Tables tab, click Invoice Type, and then click Open.

    Opening the Invoice Type table

  3. Select an Invoice Type from the list, and then click Edit.

    Editing the Invoice Type

  4. Click the Settings 3 tab. Near the bottom of the window, select Write Comment Deletes to Notepad.

    Write Comment Deletes to Notepad enabled

  5. Click OK to close the Edit Invoice Type window.

  6. Repeat steps 3–5 for additional Invoice Types.

With this option enabled, any Comment lines deleted by a User are recorded in the Invoice Notepad.

See Also​

Updated

June 5, 2025