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Set default comments for a customer

Pre-fill standard text that appears on this customer's documents automatically.

Default comments are standard texts tied to a customer that appear automatically on the documents you create for them — so you don't retype the same note on every quote or invoice.

Edit a customer's default comments

  1. Open the customer in Addresses.
  2. At the top of the customer's edit page, click Edit default comment.
  3. Enter the text that should appear by default on this customer's documents.
  4. Save.
url: addresses/clientaddress steps: - openFirst: a.grid-action-item[href*="/clientaddress/edit/" i] - openFirst: a.button-link[href*="/defaultcomments/edit/" i] - editor: textarea[name="Items[0].Comment"]|en=Payable within 30 days, net.|de=Zahlbar innert 30 Tagen, netto. - editor: textarea[name="Items[1].Comment"]|en=Please confirm the delivery date by e-mail.|de=Bitte Liefertermin per E-Mail bestätigen. - editor: textarea[name="Items[2].Comment"]|en=Deliveries Tuesdays and Fridays, goods entrance at the rear.|de=Lieferungen dienstags und freitags, Warenannahme hinten. - editor: textarea[name="Items[3].Comment"]|en=Offer valid for 30 days.|de=Angebot 30 Tage gültig. crop: .content-container The default-comments editor opened from a customer, showing the standard text fields.

Related: Create a customer.

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Set default comments for a customer in Vinosoft