Creating transaction comments

  1. Select Financials > Receivables > Manage Customers > Company Customers.
  2. Select a company record.
  3. On the Transaction Comments tab, click Create.
  4. Specify this information:
    Transaction Type
    Select the transaction type.
    Transaction
    Specify the transaction to identify the invoice, credit memo, or debit memo.
    Begin Date
    Select the date the comment becomes valid. If this field is blank, then the system date is the default.
    End Date
    Select the last date this comment is valid. If this field is blank, then fourteen days are added to the beginning date to use an ending date.
    Print Code
    Select whether the comment is Display only, Print on various reports only, Both Display And Print, or displayed only on Order Entry Forms.
    Description
    Provide a description for the comment.
  5. Click Save.
  6. Optionally, on the Attachments tab, click Create.
    You can insert an attachment file for the comment.