Add delivery notes and invoice messages

1. Create a new Sales Order as described in Create a sales order.

2. Click the Header tab.
3. On the center right pane, click the Special Instructions tab.
4. In the Special Instructions box, type delivery notes here, such as "Must deliver before 3PM!"

   

5. Click on the Invoice Message tab.

   

6. In the Invoice Message box, and type invoice related notes, such as "Tax credit for order #12345." You can also add previously created invoice messages by clicking and selecting them.
7. Click Save.

1. Click the Detail tab along the left side of the page, and add products as described in Create a sales order.

2. To add internal comments that will not be visible to any customer. right-click a Product Number, and then click Internal Comments.

   

3. In the Internal Comments pop-up that appears, type your comments, and then click Save.

   

4. To add customer facing comments that will print on all customer documents, right-click the Product Number and click External Comments.
5. In the External Comments pop-up that appears, type your comments, and then click Save.

   

1. Create a new Sales Order as described in Create a sales order.

2. Click the Header tab.
3. On the center right pane, click the Internal Notes tab.

   

4. In the Internal Notes box, type any notes you want to share with your team but not with your customer. They will not be visible to your customer .

Note: From now on when you open this order, it will default to this tab first if notes are present.