How to get to Invoice Shorthand: Click on
Billing, then
Invoice Shorthand.
This screen is used to create short codes that will bring up longer descriptions on invoice detail. This is useful for repeat explanations on invoices.
- Enter a Component # using up to 6 characters.
- Type a brief description in the Component Name field.
- Type in the text box under Component Detail exactly what you would like to appear on the actual invoice.
- To import shorthand onto an invoice, double click in the text box where you would like the phrase to appear. A look up screen will open, enter search criteria or just click the Submit button. Click on the code for the component you would like to enter and it will appear on the Invoice.