With document comment templates you record frequently used texts once, so you do not have to retype them on every document.
Click Main menu / Settings / System settings / Document comment. Above the list you will find the New, Open and Delete buttons. The comment templates are listed by Name. The screenshots were taken in the Hungarian interface.
Click New, or select a row and click Open. On the Actions tab enter the Name, choose the Document type and the Comment type (Customer comment or Internal comment), set whether it should be Added automatically to the document on save (Yes/No), if needed choose the Payment method, and enter the text of the Comment template. Use Save to save, or Close to close the window without saving.
Select the row you want to remove, click Delete and confirm the action.
Turn on automatic adding only for texts that must appear on every affected document, for example a mandatory legal notice.
The following fields are available when editing a comment template.
| Field | Required | Description |
|---|---|---|
| Name | Name of the comment template, at least 2 characters long. | |
| Document type | The kind of document the comment template belongs to. | |
| Comment type | Customer comment or Internal comment. | |
| Add automatically to the document on save | Yes or No: sets whether the system adds the comment by itself when the document is saved. | |
| Payment method | Optional: you can link the comment template to a specific payment method. | |
| Comment template | The text of the comment that is placed on the document. |
A customer comment is text meant for the customer, while an internal comment is only for the colleagues in your company.
If you choose Yes, the system puts the text of the comment template on the document by itself when the document is saved.
It is an optional field with which you can link the comment template to a specific payment method. If you leave it empty, the template is not tied to any payment method.
As many as you need, and you can create templates separately for each document type.
The menu item is located under Main menu / Settings / System settings. If you cannot see it, you probably do not have permission, so ask your administrator to enable it.
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