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| cats:procedures:maintenance:savedtexts [2017/10/31 15:11] – jen | cats:procedures:maintenance:savedtexts [2019/02/26 17:24] (current) – [Default Payment Instructions] amanda |
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| [{{:cats:procedures:maintenance:createremarks_editstandardtextbox.png?|Edit Standard Text Box}}] | [{{: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**.\\ | 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}}] | [{{:cats:procedures:maintenance:createremarks_edittextaddtext.png?|Edit Text or Add Text}}] |
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| | ====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.}}] |
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| | 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==== | ====Inserting Remarks==== |
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