Add Comments to a Work Order

Modified on Mon, 9 Sep at 11:11 AM

1. Open Invoicing from General page.

Screenshot of: Open Invoicing from General page.


2. Open existing work order.

Screenshot of: Open existing work order.


3. Click "Comments" tab.

Screenshot of: Click "Comments" tab.


4. Comments typed in first box, Enter Document Comments, will show on invoice for customer.

Screenshot of: Comments typed in first box, Enter Document Comments, will show on invoice for customer.


5. Comments typed in middle box, Enter Document Private Comments, are intended for internal use and will not be seen by customer.

Screenshot of: Comments typed in middle box, Enter Document Private Comments, are intended for internal use and will not be seen by customer.


6. Comments entered in bottom box, Enter Additional Recommended (Mobile), are to be seen by technicians.

Screenshot of: Comments entered in bottom box, Enter Additional Recommended (Mobile), are to be seen by technicians.


7. Click here to save comments to work order.

Screenshot of: Click here to save comments to work order.



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