How to add Terms and Conditions to a Process Report

How to add Terms and Conditions to a Process Report

Summary

This article will explain how to add information and/or images to the Comments section on an invoice. For example, “Terms and Conditions”, Notifications or images may be placed in the “Totals and Other” section of a report. The following steps describe editing the Terms and Conditions information.

More Information

  1. In the current version of Solatech Window Covering Software, select Tasks, Manage Process Reports.
  2. Under “Select a Category”, choose “Invoices”. Select the invoice to be modified. Click the Modify button.
  3. On the Layout tab, click the “Other” button. Then, on the “Other Settings” box, select the “Other Blocks” tab.
  4. Under Terms and Conditions, edit an existing source file, or create a new file. Add the appropriate verbiage or images. Close and save the Terms and Conditions file.
  5. Click OK to close the Modify Reports window.

APPLIES TO

  • Solatech Window Covering Software 4.2

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