Set up Footnotes on Printed Documents

Main Menu > Setup Data > Footnotes tab

Use this section to enter or edit document footnotes. 

• These disclaimers appear on the printed forms only for:

  • Work Order

  • Blind Estimate

  • Invoice

  • Statement

  • Gift Certificates

• They may be changed at any time for advertising purposes, etc.

Setup Data - Footnotes tab Explained

Tip: You may change these at any time for advertising purposes, etc.

Adding or Editing Footnote Text

1. From the Main Menu click Set up Data and open the Footnotes tab.

2. Type whichever text you wish in the text block. The text is limited to the space available.

The text is limited to the space visible in the boxed area.

These disclaimers appear on the printed forms only.

Tip: You can format text (font, size and color) from Menu Bar > Format or select some text and right-click.

3. If defaulting your printed customer documents to French or Spanish, then these footnotes may be typed in those languages.

4. Click Done to return to the Main Menu.

Last modified 5/11/2023.

 

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