Adding External Memo on Document Print Forms

Adding External Memo on Document Print Forms

This article will show you how you how to add an External Memo or also known as Notes/Comments on Document Print Forms. External Memo is a field where you can add notes or comments what will show on the document print form. You can find External Memo by navigating to the Document screen (ex. Invoice screen) → Memo Tab → External Memo.


Adding External Memo on a Default Template

1. Navigate to Settings → Print Form Settings → Print Template List.
2. Look for the document (ex. Sales Invoice) where you want to add the External Memo. Highlight the document then click Edit button.
3. On the Print Form Template Settings, click Fields Tab → Check External Memo checkbox.
4. Save and Close.


Adding a External Memo on a Default Invoice Print Form template.

Adding External Memo on a Custom Template

1. Navigate to Settings → Print Form Settings → Print Template List.
2. Highlight your custom print form template then click Edit button.
3. Choose and highlight a field in the print form where you want to place the External Memo.
4. Click Fields Tab → then under the Document Tab, look for External Memo field and double click.
5. Save and Close.


Adding External Memo on a custom Invoice Print Form template.

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