Sales: Can I Copy Debtor Note to Sales Document Note

Revision as of 04:06, 29 November 2023 by LaySwan (talk | contribs) (Created page with "'''Question:''' Can I copy Debtor Note to Sales Document Note? '''Version:''' 1.8 / 1.9 / 2.0 / 2.1 <u><b>Answer:</b></u> Yes, there is an option to allow whether to copy debtor note or not.<br/> 1) Go to <span style='color:red'>Tools > Options</span>. File:Copy debtornote1.png 2) Under <span style='color:red'>Invoicing > Document Transfer</span>. File:Copy debtornote2.png 3) Tick <span style='color:red'>Copy Debtor Note to Sales Document Note</span> a...")
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Question: Can I copy Debtor Note to Sales Document Note?

Version: 1.8 / 1.9 / 2.0 / 2.1


Answer:

Yes, there is an option to allow whether to copy debtor note or not.

1) Go to Tools > Options.


2) Under Invoicing > Document Transfer.


3) Tick Copy Debtor Note to Sales Document Note and click on OK.

If you want to copy Creditor Note to Purchase Document Note, you can tick the option respectively.


4) Try to create Invoice, the Note is copied from Debtor’s Note.



By: Jodie 231108, Lay Swan 231124, P231124


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