<< Click to Display Table of Contents >> Navigation:  Sales Order > Sales Order > Create Sales Order/Sales Quote Overview > Create Recurring Sales Orders > Set Up Template for Recurring Sales Order > Customer Notes Page

 

The Customer Notes page allows you to review, and accept or amend narrative information about the customer and this sales order transaction. This page will be displayed by default if the Show Notepad First in Transactions option is enabled in the customer record. The notes you enter in this page will also appear in the customer record.  These notes are for your company’s reference only and do not appear in any sales order document.

 

 

 

See Also

Set Up Template for Recurring Sales Order

Information Page

Line Items Page

Payment/Bill/Ship Page

Activity Page

Attachments

 

 

 

 

 

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