Internal note vs memo

Internal note vs memo

 

1.1. What is the difference? 

 

Internal note are notes that can only be seen by that are not printed on the invoice, but are printed on the work orders. They are meant to transmit information between the technicians and the advisers. On the other hand, memo are notes that are printed on invoices, but not on the work orders. They are meant to transmit information about the work done to the customer.

Additional Note: There is no length limitation. Even tough those were not meant for that, you can write and save a 200 pages novel in these fields if you want.


1.2. In the inventory module


You can set a default memo or internal note to a part or a labor that will always been saved in the detail of the

estimate when the user add the part.

You can set those by clicking either on the memo or internal note tab in the upper right corner of the inventory

module.

 

1.3. In the point of sales

In the point of sales, internal note can only been set for labor:

On the other hand, a memo can be linked to any item by clicking on the memo button on the right.

 

1.4. In the punch clock module

The technician can set internal note or job memo simply by clicking the in text box.

 

The selected text box will grow