Copy Notes


When I transfer my sales order to sales invoice, my notes section does not copy to sales invoice.

I see that there were similar topics to this one before,

I have notes section enabled both for sales quote, sales order and sales invoices,

It would be nice if my notes section is also copied from sales quote to sales order and to sales invoice.

Thank you,

You are doing something incorrectly. If your software is up to date, and you have defined custom fields with identical titles on both forms, copying one transaction type to another carries forward the content of the custom fields. I just tested and verified this.

Are you certain you have the custom fields set to show on printed documents for all form types?

I have checked again, sorry the name was different at sales order, now i have added notes to sales order and its now working, thank you.