Within each Task is a field titled 'Resolution' that can be used to fill out notes that you wish to also end up on an Invoice made from that Task.
Step 1: Create an item in QuickBooks that is a non-inventory item. This item will be used to "hold" the notes from the Resolution field.
- We recommend you name this item 'Resolution' for easy identification.
Step 2: In RSO, navigate to Settings > System Settings > Tasks
Step 3: Scroll to the bottom and under the field titled 'Default Notes Item' select your 'Resolution' item.
Step 4: Click the 'Save' button at the bottom of the page.
Shown below is the Resolution Field filled out within a Task.
And here is where those notes appear on the Invoice created from this Task
- For information on how to make an invoice from a task please click here.