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Adding Notes to Quotes using Virtual Bookings


Either add a Project Custom Field: Note Text and display with the header information on your quote or add a 'Note' to each or selected Virtual Bookings.


To display the notes in the Print Designer:

  • Project Custom Field > in the "Project" loop, click green + icon > Custom > select the Custom Field > move to where you want to show it in the header of your quote.

  • The Virtual Booking note > choose in the 'From Details' section > D: "Note".



To add a note per line/ detail, you should add the information in the Virtual Booking > Object Note:



Then display the "Note" in the "Element Row":




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