Sales: How to amend the Notes at the bottom left of an Invoice report

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Question: How to amend the Notes at the bottom left of an Invoice report?


IR note1.png


Answer:

Step 1: Go to Sales> Invoice, Click on Report at Menu bar, and then click Design Document Style Report.


IR note2.png


Step 2: Select the report format that you wish to amend, and then click on Design.


IR note3.png


Step 3: In the report design screen, scroll down to the bottom part of the report. Then you will see your Notes over there.


IR note4.png


Step 4.1: If you want to edit the content of an existing label, double click on the label that you wish to edit.

Ignore Step 4.2 to 4.5 and proceed to Step 5 if you only want to edit existing note.


IR note5.png


Step 4.2: If you want to add in an extra note instead of edit the existing notes, you need to right click on the existing label, and then click on Copy.


IR note6.png


Step 4.3: Right click on any empty space, and then click on Paste.


IR note7.png


Step 4.4: A label will be pasted, select the label and hold the left click, and then move the label to your preferred location.


IR note8.png


Step 4.5: Double click on pasted label and modify the content as you desired.


IR note9.png


Step 5: Go to File and then click on Save As... Then save the newly designed report format with a different file name.

IR note10.png


By: CY 170818, KM 170821, P170821



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