Create and Manage Invoice Comment Presets

This article will help you pre-define a list of possible comments to appear on private, EHC, OCF-21 and other types of MVA invoices. When creating an invoice, you can choose to include one or more comments from the preset. You can revise a comment to make it more suitable for a specific invoice and add custom comments.

To perform the following procedures, open the Preset Manager .

Create an Invoice Comment Preset

1. Select the Invoice Comments preset type in the list on the left of the screen.
2. Click [New Preset] on the toolbar.
3. Make sure the Status is set to Active.
4. Optionally, choose the type of invoice for which you want this comment to be applied by default. Setting this option will apply the comment whenever an invoice of the selected type is created.
5. Enter comments, then click Save & Close.

Edit an Invoice Comment Preset

1. Select the Invoice Comments preset type in the list on the left of the screen.
2. Locate and double click on an invoice comment preset on the right.
3. Make changes to the preset.
4. Click Save & Close.

Delete an Invoice Comment Preset

1. Select the Invoice Comments preset type in the list on the left of the screen.
2. Locate and select an invoice comment preset on the right.
3. Click [Delete Preset] on the toolbar.
4. Click Yes when prompted.

Deactivate an Invoice Comment Preset

1. Select the Invoice Comments preset type in the list on the left of the screen.
2. Double click on an active invoice comment preset from the list on the right.
3. Change its Status to Inactive.
4. Click Save & Close.

Reactivate an Invoice Comment Preset

1. Select the Invoice Comments preset type in the list on the left of the screen.
2. Double click on an inactive invoice comment preset from the list on the right.
3. Change its Status to Active.
4. Click Save & Close.