Invoice note to self

Occasionally I need to write myself a note concerning an order, something I need to do in addition to what ever the order is about.  But I don’t want the note to be printed on the invoice. This only works if you use a sales order before creating an invoice.

Create an item called instructions, makes no difference what kind of item but I use an inventory item since it is up at the top of the list and easy to find. Set the sales price to zero. DO NOT enter a qty on hand.

Go to the menu Edit>Preferences select Sales and Customers. On the company tab, there is a section for sales orders, check mark the box that says do not print items with zero amounts.

Put this item on the sales order and type in your reminder in the description block.

Create the invoice from the sales order. The instructions will be on the screen, but when you print or print preview the instructions disappear.

Published in:Sales and Customers |on August 27th, 2008 |No Comments »