Introduction
The remarks section in transactions allows you to include additional notes, such as bank account details or payment instructions. You can set a default remark in Company Settings to auto-fill in every new transaction, or manually enter a remark whenever needed.
This article outlines different scenarios for managing remarks effectively.
Scenario 1: Same Remarks for All Transactions
If all transactions require the same remark, follow these steps to set a default remark.
Go to Control Panel > Company Setting > Remarks.
At the relevant transaction type and enter your desired text in the remarks field. See the image below for examples of default remarks.
Use the Placeholders dropdown to insert dynamic fields like transaction numbers, dates, customer information etc for automatic updates.
For advanced formatting, refer to the Styling Guide to apply bold, italic, or other text styles.
Once done, click Save to apply the settings.
Example:
If you go to Sales > Invoices > +New, the default remark will automatically appear in the remarks section of the invoice.
Note:
Default remarks will only apply to newly created transactions. Existing transactions will remain unchanged and retain their original remarks.
Scenario 2: Same Remarks with Exceptions for Specific Customers
If most transactions use the same remark, but certain customers require a different remark, you can override the default remark through the form design. Follow the steps below:
Go to Control Panel > Company Setting > Remarks and set your default remark as described in Scenario 1.
Head to Control Panel > Form Design. Click ‘+New’ to create a new form design, or click the ‘...’ (3 dots) next to an existing form design and select ‘Duplicate’. Refer this guide here on customising form designs if needed.
In the Footer section, toggle on the Override button at Remarks, and enter the specific remark you want to apply for the exception.
Save your changes to the form design.
When printing or generating a PDF for specific customers, select this customised form design to ensure the specific remark is applied.
With this setup, the specific remark will automatically apply to relevant transactions whenever this form design is used.
Frequently Asked Questions (FAQ)
Why isn’t the default remark appearing when I print or PDF an invoice, even though I’ve set it in Company Settings?
Answer:
This issue can occur due to the following reasons:
The invoice was created before the default remark was updated in Company Settings. Default remarks only apply to new transactions created after the change. You can go back to the existing invoice and manually add the default remark ;or
The override toggle is enabled in the form design. If the remark override is turned on, the system will not pull the default remark from Company Settings. To use the default remark, go to Control Panel > Form Design, toggle off the override for the remark section, and save the form design.
I’ve set a default remark, but I need to make slight adjustments for some transactions. Can I still edit the remark in the invoice even if the default remark auto-populates? Do I need to use form design to override it, or can I just make minor amendments as needed?
Answer:
If you usually use the same remark but need to modify it for a specific transaction, you can do so by following these steps:
Create a new transaction as usual; the default remark will automatically populate.
Edit the remark in the remarks field for this particular transaction.
Save and print or PDF the transaction using the standard form design without any overrides.
What should I do if each transaction requires a unique remark?
Answer:
If each transaction requires a different remark, do the following:
When creating a new transaction, navigate to the remarks field.
Manually enter the unique remark for that particular transaction.
There's no need to set a default in Company Settings or override in the form design.
