Messages and memos

The memo file contains various tabs that allow you to add some additional information that will be displayed when printing or emailing the files to which they are linked.

• Memo tab (1,2,3)
  Add additional information that will appear at the bottom of the page in different places such as the work order, invoice, quotation, purchase, accounting statement, order, customer info or shipping order.

• Memo Contract tab
  Write your sales contract (for more information, see module Customize your contract )

• Email tab
  Write a predefined format for your emails and add personalized information related to the document attached to it, such as the accounting statement, invoice, quotation, work-order or order.

• Report tab
  Allows you to add a memo to the labour report which can be found in the Planning module under the report menu.

• Pop-up tab
  Based on your needs, you will be able to create a predefined "popup" message when opening an invoice.

• Help tab
  Customize some information in the various tabs using predefined formulas that can be found under this tab.