Is there a way to add a non printing comment to invoices, etc?

[David Michael]

There are times I'd like to add comments to myself about an item in an
invoice (charged them X% less than usual because..., mentioned this or
that to them, etc), kinda to use the invoices as a log of events or
explain / make notes about something...

Is there a way to add something - either as a new item that doesn't
print or some other way to say that this text in the body of the
invoice shouldn't show up when printed... I know about the memo field,
but that shows up when printing statements.. and has limited space
anyway to see at a glance.

THANKS!

[NickKnight]

On webmaster@crmsolmag.8m.com (David Michael) wrote:
There are times I'd like to add comments to myself about an item in aninvoice (charged them X% less than usual because..., mentioned this orthat to them, etc), kinda to use the invoices as a log of events orexplain / make notes about something...Is there a way to add something - either as a new item that doesn'tprint or some other way to say that this text in the body of theinvoice shouldn't show up when printed... I know about the memo field,but that shows up when printing statements.. and has limited spaceanyway to see at a glance.
Put the comment into the invoice after you print it?
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[Lisa C]

"David Michael" <webmaster@crmsolmag.8m.com> wrote in message
news:1ae498ff.0307101044.74484a7c@posting.google.com... There are times I'd like to add comments to myself about an item in an invoice (charged them X% less than usual because..., mentioned this or that to them, etc), kinda to use the invoices as a log of events or explain / make notes about something... Is there a way to add something - either as a new item that doesn't print or some other way to say that this text in the body of the invoice shouldn't show up when printed... I know about the memo field, but that shows up when printing statements.. and has limited space anyway to see at a glance. THANKS!
What about a group item? With a non-printing individual item? You could make
an 'other charge' item, 'Notation line' that posts to a dummy account. Make
a group item, 'Notations', that includes the item 'Notation line'. Leave the
'description' line blank. Make sure the group item box for 'print items in
group' is not checked.
NOTE: this works for me because I DO NOT PRINT item names on the invoice,
just the descriptions. If you print both description AND item, the name of
the group item WILL APPEAR on your invoice. If that is the case, set the
group item description to something innocuous, that you do not mind having
printed on each invoice. Your customer will see 'Notations' 'Thank you for
your business' (or something similar). You can enter your personal note on
the screen next to the 'notation line' - the customer will not see that
note.

[Lisa C]

"David Michael" <webmaster@crmsolmag.8m.com> wrote in message
news:1ae498ff.0307110851.139f4d8d@posting.google.com... Thanks guys! I like Mikes idea better - adding a column in the template designer called 'comment' and just check the box for screen and leave printer unchecked. But that brings up another LONG STANDING question of mine..... You create a custom template, go into layout design and move fields around adjust widths, positions, etc... You save it and use it for weeks / months. Then you get this idea to add a field to the SCREEN... has NOTHING to do with the printed results.... And you find that the layout for printing appears to revert to the default layout? I've seen this before - if you do your print layout just right. Then you want to add another field that prints. Rather than throw it in there over your existing customized layout, it makes a whole new default layout with that field. And all the customizations you had are lost.... How do you retain the custom layout when you add (or I think it happened when I deleted) a field.... even when it's a screen only field....
If you find a work-around, let me know. I agree, it bugs me too that adding
a NON-PRINTING field to a form changes the print layout. Right now I have a
post-it on my desk with the customization settings for every time I modify
my screen. It does get tiring going to the layout screen and fixing the
danged thing EACH AND EVERY MODIFICATION - whether or not it actually
affects the print layout.