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Instructions panel on supplier invoice shows landlord, property & invoicing works order notes

Instructions panel on supplier invoice shows landlord, property & invoicing works order notes

Owned by Fiona Hardy, created
May 21, 2024
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.185

Landlord, property and invoicing works order notes can be viewed on a works order supplier invoice

This assists the user viewing the supplier invoice, allowing them to be better informed without having to actively search screens for previously saved notes

1. View landlord, property & invoicing works order notes on supplier invoice

From works order:

  • Click View supplier invoice

    View supplier invoice option.png

  • The Instructions panel automatically shows any works order landlord, property and invoicing notes

    Notes on supplier invoice.png

The notes are view only and are added/edited as shown in section 2 below

2. Origin of notes shown in instructions panel

Where added, three types of notes can be shown in the instructions panel:

  • Landlord notes
    Add/edit landlord works order notes via Landlord Financial Details on landlord record

    • Beside Works order notes/instructions, click View/edit note

      Notes - landlord.png

      For more information on landlord notes, click here: Landlord works order note/instruction

  • Property notes
    Add/edit property works order notes via property record

    • Click ellipsis button (…), then click View/edit works order note

      Notes - property.png

      For more information on property notes, click here: Works order property note

  • Invoicing notes
    Add/edit invoicing notes via Rent and Commission Details screen on property record

    • Beside Invoicing Note, click View/edit note

      Notes - invoicing.png

      For more information on invoicing notes, click here:
      Add invoicing notes to a property (non standard fees)

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