Differences

This shows you the differences between two versions of the page.

--- cats:procedures:maintenance:savedtexts [2016/05/31 15:45] – jen
+++ cats:procedures:maintenance:savedtexts [2019/02/26 17:24] (current) – [Default Payment Instructions] amanda
@@ Line 1: / Line 1: @@
 =====How to Create and Edit Remarks=====
 {{entry>0;Remarks;-}}
 Remarks are saved notes or texts you can insert in any note field. Note fields can be found on the contract main screen, traffic orders, invoices etc. There are many ways to create notes (remarks) or edit saved notes.
 ====Create a Remark from Maintenance====
@@ Line 15: / Line 15: @@
 [{{:cats:procedures:maintenance:createremarks_editstandardtextbox.png?|Edit Standard Text Box}}]
 Edit the existing remark in the large box on the right and then click **Apply**.\\
 [{{:cats:procedures:maintenance:createremarks_edittextaddtext.png?|Edit Text or Add Text}}]
+====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.
+[{{: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.
+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====