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Products – Add And Edit Descriptions

These are a way of storing often repeated lines of text in Invoices which can then be called up by using a short code (or by scrolling/searching).

These are selected in the same way as products and services when producing sales invoices or credit notes – see Produce Sales Invoices, Produce Sales Credit Notes.

On the main menu click Products > Create/Amend Descriptions.

Products - Add And Edit Descriptions

Use on invoices etc. as an underline.

Products - Add And Edit Descriptions

Either: Search or scroll to find an existing code, or type in a new code.
Complete or amend Description and Extra Description fields as you would like these to appear in invoices.
Click Delete to remove record – warning message box – click Yes to confirm delete, No to return to the form.
Click OK to accept and update records or click Cancel.


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