Entering header & line notes on transactions

Introduction

Here, we'll walk you through how to enter line notes and header notes on any transaction. In this example we're entering notes on a sales order. However, the same steps can be used for any transaction.

Entering line notes

When you're editing a transaction, right-click on the product you want to enter a note for and select Add Line Note.

A screen will pop up where you can enter your notes. Once they've been entered, click accept.

A blue triangle will appear next to the product to indicate that something is associated with the product.

A blue triangle appears when either one or more of the following items is associated with the line item:

1. A line discount

2. A line note

3. A bill of material

Entering header notes

Header notes can be entered on the bottom left-hand side of any transaction.

What's next?

As mentioned above, line notes and header notes can be entered on any transaction. See our article below on transactions.

How do transaction screens work