How To: Jobs: Notes

Within each Job record are fields for users to make notes: Billing Notes and Job Notes. These notes fields are rich-text widgets with basic formatting tools and entries up to 2000 characters

Billing Notes

Job Notes

The text tools include:

• Bold
• Italics
• Strike-through
• Bulleted list
• Numbered List
• Maximize

The maximize notes button expands the field to fill the whole window

The minimize button in this view reduces the Notes field back to the scrollable window within the Job record

While the Job Notes field is only visible in the Job record, the Billing Notes field will export to the Client Invoice

Line Item Notes

The line items for a Job include several notes fields and specify to whom the note will be visible:

1. Client Notes (PA Only)
2. Production Notes (for Client & Printer)
3. Vendor Notes (PO Only)
4. Internal Notes

If a Job has multiple line items, the details and notes from each line item will appear as separate rows in the output documents

Output Examples

Production Authorization

Client Invoice

Purchase Order