Additional notes are used to include specific information (such as regulatory references, payment details, or clauses) within the tax document you are creating.
There are two ways to manage notes: set a default note (which will appear on all new documents) or enter a specific note during the creation of an individual document.
1. Set a Default Note (Optional)
If you want a specific note to automatically appear on all tax documents, you can configure it in the eInvoix plugin settings.
1. Access the eInvoix plugin settings.
2. Scroll down to the section titled Note Configuration.
3. In the field labeled Default Notes, enter the text you want to be included by default in all new documents.
4. Save the changes (implicit action on the settings page).
2. Enter or Edit Notes During Document Creation
This step allows you to add or modify notes for a specific document, overriding any default note.
1. Access the detail page of the Order or Sale for which you need to generate the tax document.
2. In the sidebar, click on the eInvoix tab.
3. If the document has not yet been generated, you will see the fields for creation.
4. Locate the field labeled Notes.
5. Enter or modify the desired text in the field (the placeholder is Document notes).
6. Make sure you have also filled in the Subject field (with placeholder Document subject).
7. Click on the Generate document button.
The tax document will be generated and sent to the eInvoix service, including the notes you entered.
