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  1. #1
    Member New to Posting
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    Aug 2011
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    Default Auto item insert on Invoices

    Hi,

    Is it possible to set up the auto insertion of a single line item onto an invoice in the Parts tab to include, description, quantity, price so that it gets entered onto new invoices as they are created? We want to add a free winter driving kit to each invoice without the need to create a stock item and without having to remember to do it every time.

    Thanks

    John Valentine
    MES (Surrey) Limited

  2. #2
    Established Member Posts Regularly leesautos's Avatar
    Join Date
    Apr 2010
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    Under a bonnet in Oldham
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    175

    Default

    Haven't seen an option to add a line to invoices by default, Do you need to add it for every invoice or mainly services?

    If you're using the preset labour item options you could add it to the service ones etc

    Or if you want it to be on every invoice maybe you could add something to the footer, "Free winter driving kit included" or something

  3. #3
    SWS Staff Super Contributor SWS Developer's Avatar
    Join Date
    Feb 2002
    Location
    West Sussex
    Posts
    2,457

    Default

    There is currently no way to automatically populate all created documents with certain line items.

    You could edit the Side Info boxes (which print to the left of the totals) and add something to describe it there.
    This section is editable via Headers / Footers and Logos in the Admin.

    Why not take a look at our Help and Information Centre containing articles and videos to help you get the most from GA3

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