The invoice notepad is found in the far right tab after clicking into the invoice header.
The following activities will logged in the Invoice Notepad:
Adding/editing/deleting notes
Bill to/ship to address changes
Copying or splitting invoices
Discounting below minimum
Dispatching call changes
Invoice Header Branch Change
Invoice Header Start date/Schedule/Pick up/Follow-Up date changes
Invoice type changes
Job status changes
Line item deletions
Messages – please note that the messages will show for the customer not just the specific invoice
Minimum deposit percentage changes
Model location changes
Overrides
Overriding schedule COD invoice with balance
Package AI Driver Data – Flag in Dispatching Variables – Integration Tab to disable this
Payment type changes
Priority Change
Reference changes
Reminders
Reserving/exclusive reserving/unreserving models
Salesperson 1 and 2 changes
Selling below minimum
Selling obsolete or not active models
Special Auth # change under warranty tab
Special request changes
Text messages received and sent – Texts are shown but not stored in the notepad
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