Add Template Comments to Invoices

Use the Invoice submodule to add template comments to invoices of selected jobs.

To use Invoice, you must have access to Jobs as defined in User Access Rights under Settings.

To add a template comment to an invoice:

1. On the main toolbar, click Jobs .
2. In the left pane, click Jobs List and highlight the job with the invoice that you want to add a template comment to.
3. In the left pane, click Invoice.
4. In the left pane, use the drop-down list to select the invoice that you want to add a template comment to.
   Alternatively, click Open Invoice List and in the Invoice List dialog box, highlight the invoice that you want to add a template comment to.
5. Click the Comments tab.
6. Click Add template comment(s) .
7. In the Add Comment(s) from Template dialog box, highlight the template that you want to add as comment.
   WorkBook automatically adds the highlighted template as a comment.
8. Click Close .