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Add delivery notes and invoice messages

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Add delivery notes and invoice messages

When you create a Sales Order, you can add notes for both for internal employee use and for external customer use. In the following procedure, you will learn how to add delivery notes and invoice messages, line item notes, and internal order notes.

  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 InstructionsClosedNotes to the vendor. They are clearly visible on the order. box, type delivery notes here, such as "Must deliver before 3PM!"

  5. Click on the Invoice Message tab.

  6. In the Invoice MessageClosedNotes that print on the final invoice copy and can be used to provide information to the customer. Optionally, a message can be added by default per customer in the Customer Master. 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 CommentsClosedNotes that do not print on customer documents. These may be used to provide private information such as a reason for a price adjustment. These notes are also visible in Special Purchase Requisitions, allowing a purchasing agent to see details that may be relevant when special ordering products. 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 CommentsClosedNotes that print on all customer documents including the Shipment Confirmation and the Invoice. They provide additional descriptive information. 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.

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