Setting up a Standard Comment in the portal
Standard comments are used for generic comments you will likely use a lot on invoices. It is used for ease of access when routing invoices.
First navigate to the client info page by hovering over 'Set up' and clicking 'Client Info'
Next, click on the 'Standard Comment' tab at the top, this will bring you to the Standard Comment page. From here you can enter what you would want your standard comment to be. What you put in the 'Short Name' field will be the box you click in a drop down to select your comment. In the 'Description' box you can write out what you want your comment to say. You can see an example of a comment in the table below. Once you have entered what you want your comment to be, click 'Save' and it will be added to the table below.
To use this comment, navigate to an invoice and scroll down to the 'Comment To' and 'Direct To' section. Select who you want to send the comment to, and if needed, who you want to direct it to. Then click the 'Standard Comment' drop down and select your standard comment. This will auto populate the text in the box to the right. You can then click 'Email/Save Comment' and it will be added to the invoice.
Below is an example of the comment added to the invoice!
