cats:procedures:maintenance:savedtexts

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cats:procedures:maintenance:savedtexts [2019/02/26 17:01] amandacats:procedures:maintenance:savedtexts [2019/02/26 17:24] – [Default Payment Instructions] amanda
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 ====Default Payment Instructions==== ====Default Payment Instructions====
-If you create a remark with the name of **''PAYMENT''**, the text of that remark will automatically be pulled into the **Payment Instructions** field on a sale invoice when an invoice is created. +If you create a remark with the name of **''PAYMENT''**, the text of that remark will automatically be pulled into the **Payment Instructions** field on a sale invoice when an invoice is created. 
 +[{{:cats:procedures:maintenance:createremarks_defaultremarkpayment.png|A remark named PAYMENT will pull automatically into the Payment Instructions field.}}] 
  
 You can also create default remarks for other currencies you are using in the system by calling them **''PAYMENT ZZZ''**, where **''ZZZ''** matches the system currency code.  You can also create default remarks for other currencies you are using in the system by calling them **''PAYMENT ZZZ''**, where **''ZZZ''** matches the system currency code. 
-Then, if the invoice is in GBP, the remark named **''PAYMENT''** GBP will pull into the **PAyment Instructions** field.  +Then, if the invoice is in GBP, the remark named **''PAYMENT''** GBP will pull into the **Payment Instructions** field.  
 +[{{:cats:procedures:maintenance:createremarks_defaultcurrencypayment.png|A remark named PAYMENT GBP will pull onto invoices in currency GBP.}}] 
 +<note>If no currency-related mark is found, CATS will **not** pull the default PAYMENT remark onto the invoice. </note>
 ====Inserting Remarks==== ====Inserting Remarks====
  
  • cats/procedures/maintenance/savedtexts.txt
  • Last modified: 2019/02/26 17:24
  • by amanda