Notes

This screen allows you to create canned notes such as specials, disclaimers or shop policies. These notes can be included in your canned jobs, individual policies or on all tickets.

Add
- Click Add.
- Provide a Name for the note.
- Type in a Description.
- Type in the note and format it the way it should display on the ticket.
- Click Save.

Modify
- Select an existing note from the list.
- Click Modify.
- Make changes.
- Click Save.
Delete
- Highlight the Note.
- Click Delete.

Automated Notes
- Note1 will print below the customer information, before the Detail.
- Note2 will print after the detail, before the Totals.
- Note3 will print on a New Page.
- Disclaim will display the disclaimer in small letters on the bottom of the ticket next to the totals.

Status Based Notes

Besides Note1, Note2 and Note3, the system has the ability to automatically load notes to print before Detail, Totals and on a New Page based on the status of the ticket.

Auto Notes for Note1 will always print before Detail. These notes must be named the following way:
- NT1EST is used for Note1 Estimate. When a ticket status is set to Estimate, it will display both the Estimate and New notes.
- NT1OPN is used for Note1 New.
- NT1PD is used for Note1 Paid. Paid notes have a priority over Estimate and New.
- Descriptions are not relevant.

Auto Notes for Note2 will always print before Totals. These notes must be named the following way:
- NT2EST is used for Note2 Estimate. When a ticket status is set to Estimate, it will display both the Estimate and New notes.
- NT2OPN is used for Note2 New.
- NT2PD is used for Note2 Paid. Paid notes have a priority over Estimate and New. This will print after the ticket status is set to Paid or Finished.
- Descriptions are not relevant.

Auto Notes for Note3 will always print on a New Page. These notes must be named the following way:
- NT3EST is used for Note3 Estimate. When a ticket status is set to Estimate, it will display both the Estimate and New notes.
- NT3OPN is used for Note3 New.
- NT3PD is used for Note3 Paid. Paid notes have a priority over Estimate and New.
- Descriptions are not relevant.
There is an option on the NOTES screen in the ticket, to select DO NOT PRINT so the note won't show up on the ticket.

PAID (PD) notes have priorty over the ESTIMATE (EST) and OPEN (OPN) notes.

When printing 2 Copies of the invoice, it will indeed print two copies but only one copy of a new page note. This happens, being most times the second copy is for the shop's record and therefore they don't need a copy of the note.

When status is set as ESTIMATE it will show both the ESTIMATE and the OPEN notes.