Statement Note

[hannah]

How do I print the statement note on customer invoice?

[rick Prindivill]

Select your favorite Invoice form and then click on the DESIGN icon in Peachtree's Report. With the Design screen open, click on the Text Icon located on the left side of the screen. Now select an area i.e. at the bottom of the form, draw a rectangle and then enter the text message. Adjust the field size, font etc. and placement. Save the revised Invoice form giving it a new and unique name.

[hannah]

I think this is not what I want to do. For example: the invoice #7 is for customer A and we have created a specific note to customer A Under NOTE-> Satement Note tab there is an option to select print on customer statements: Before invoice reference or After invoice Reference but we want to printed it this note after then how do I so it?

[rick Prindivill]

The text message that I made reference to in my earlier post was for a standard msg that would print at the bottom of the statement and as such was not personal to any invoice. The customer note as referenced in the Sales Invoice data entry screen is personal to that invoice. One message had no relationship to the other. They are two separate text messages

[Lizbit]

Rick, I am following this thread with interest since I, too, am trying to learn some basics about modifying the forms. Can you please tell us how to get the UNIQUE comment field to print? Thanks for the detail on the "common" comment. I plan to print your replies and save them in a binder for future reference.

Thanks for any info you can provide on modifying the form to include the unique comment field!

[rick Prindivill]

Go TASKS, SALES INVOICE and at the top of the data input screen there is an ICON labeled NOTE. Click on this icon and you will be presented with a choice of three categories of notes (Customer, Statement and Internal). The first note will print on the Customer Invoice before or below the line detail based on the selected option at the bottom of this screen. The second note will print on the Customer Statement before or after the Invoice Reference as per the options defined on this screen and the third is an Internal note that is personal to this invoice and does not print on any document or report. Further this internal note is not accessible via Crystal Reports. It is as it name implies Personal.

[hannah]

"The second note will print on the Customer Statement before or after the Invoice Reference as per the options defined on this screen" How does this work?