The Text Library allows you to save notes which can then be added to invoices or credits in the Receivables module. This function is useful where the same reference or note is frequently added to transactions. For example, where a number of suppliers may offer a rebate on Christmas orders.
Add notes to the Text Library
From the Receivables module:
1. Navigate to the Maintenance menu.
2. Select 6. Text Library.
The Text Library Maintenance window is displayed.
3. Click Add.The Text Library Entry window is displayed.
4. In the Text Name field, enter a short note.
Note The first 30 characters entered in the Text Name and details textbox will display after being added to an AR invoice or credit.
5. If required, enter further detail in the textbox.
6. Click Okay to save.
Edit notes in the Text Library
From the Receivables module:
1. Navigate to the Maintenance menu.
2. Select 6. Text Library.
The Text Library Maintenance window is displayed.
3. Select the relevant note and click Change.
The Text Library Editing window is displayed.
4. Make the changes required and click Okay to save.
Delete notes from the Text Library
From the Receivables module:
1. Navigate to the Maintenance menu.
2. Select 6. Text Library.
The Text Library Maintenance window is displayed.
3. Select the relevant note and click Delete.
The Delete Record prompt is displayed.
4. Click Yes to confirm the deletion.
The note is deleted.
Attach Text Library note to AR Invoice or Credit
Note A note from the Text Library can be attached to an AR Invoice or Credit from the Entry or Edit screens. The note can be set to appear in the Reference field and/or the Description field beneath the invoiced AR Products.
Attach a Text Library Note to the Reference field
From the Invoice Entry or Invoice Editing or Credit Entry window:
1. Click Text Lib.
The Text Library window is displayed.
2. Select the note you would like to add.
3. Click Okay.
The Text Library note is added.
The first 30 characters of the name and detail of the Text Library note are displayed in the Description field.
This is printed in the Reference field of the Tax Invoice/Credit.
Attach a Text Library Note to the Description field
From the Invoice Entry or Invoice Editing or Credit Entry window:
1. Click Notes.
The Invoice Notes window is displayed.
2. Click Text Lib.
The Text Library window is displayed.
3. Select the note you wish to attach and click Okay.
The corresponding text is displayed in the Invoice Notes window.
4. Click Okay.
5. Continue entering/editing the invoice or credit, then click Okay when complete.
The note is printed underneath the products in the Description field of the invoice/credit.
