Client Management RMR Management Recurring Line Data Entry Form Definitions
Data Entry Fields for the New Recurring Item form
Reference – This is a free form text field to enter information specific to this recurring line. This field is for information purposes only and will only print on certain Custom Invoice forms. The User may enter up to 255 characters into this field. This field is optional.
Comments – This is a free form text field to enter comments specific to this recurring line. This field is for information purposes only and will only print on certain Custom Invoice forms. The User may enter up to 255 characters of information into this field. This field is optional.
Memo – The Memo field is used to enter information pertaining to the Recurring Line. This information prints on certain custom invoice printing forms. This field is typically used for internal company information. This information will not print on the customer invoice unless a custom invoice form that prints this field is selected during printing, or the printing option of "Show Item Memos" has been selected on the Printing Preference/Item Detail form. The User may enter up to 2,000 characters of information into this field. This field is optional.
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