After lots of feedback from users, We added an incredibly simple task feature to our screen printing software.
Now you create memo and notes quickly and efficiently at the list level or at the invoice level
Click the tasks tab to view the task list page
Start by typing your message in Task Field. Select a Due Date and hit the Create Task Button.
You can also assign a task to a specific invoice.
- Open the invoice you want to assign the task to
- Type your note in the Task Field
- Select a date
- Click Create Task
Click the box to make the note visible on your clients invoice.