Using invoice notes in Service will better allow you to manage and track notes and customer communications tied to the Service invoice.


In this document, we will cover the following topics

  1. Default Dealership Printing Settings
  2. How to add invoice notes
  3. System Generated notes


  1. Default Dealership Printing Settings
    1. Dealers have the option to have invoice notes printed on customer invoices as a default. The default setting is off.
    2.  To modify the setting click your initials in the top right on the DX1 toolbar
    3. Click dealership settings
    4. Click Service Settings
    5. You can now check or uncheck the setting "Print notes by default on Service Repair Order"
    6. Do an app reset.
    7. If you have selected to print invoice notes in dealership settings, you can select the check boxes next to a specific note to decide if you would like to print or not print a specific note on the customer invoice
  2. How to add invoice notes
    1. Navigate to the desired invoice
    2. Once in the invoice navigate to invoice details
    3. Click the "Invoice Notes" tab
    4. To add a new note click the + icon
    5. Enter the note details and click the save button
    6. You will now see the note in the Invoice Notes list
  3. System Generated Notes
    1. If you have your dealership configured to receive system-generated notifications to service, you will also see these notifications noted in the list
    2. All notifications added by the system will have the user name "Admin"