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How to add notes to Items while Invoicing

While creating a Sales Invoice if you want to add Notes to any items being invoiced, you can follow the below steps:

Step 1 : Login to your AltheaSuite account.

Step 2 : From main menu option, go to Settings.

Step 3 : Now click on General Settings.

 

Step 4 : Apply the Setting ‘Enable Item Level Note in Documents‘.

Step 5 : From the main menu, navigate to Sales > Sales Invoices

 

Step 6 : Now click on ‘Create Invoice’.

Step 7 : Now select a customer by searching the name, or create a new customer by the ‘…’ button.

Step 8 : Now scan a barcode or search and add the Items to the list.

Step 9 : This is the section where you are able to add the Notes with respect to every Item selected. Now you can add notes and move forward with Sales invoice creation.

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