Invoice - client notes on base
Is there any way we can allow more extensive (unlimited ?) comments on base of invoice ? At the moment there is a limited amount that can be
written - and we are finding this leads to poor communication / comm breakdown on patient treatment plans. Obviously it is more time consuming to write a seperate letter with the plan.
RE: Invoice - client notes on base
Currently the invoice notes on the screen allows up to 300 characters but can support up to 5000 charcaters if required. This just requires an archetype change which can be done through administration -> archetypes.
The second thing that would need to be changed is the invoice template. The current template has a fxied area for notes but can be simply edited to have an expanding area by setting the "Stretch when Overflow" check box on the notes field in the summary area of the invoice template.
Cheers Tony
Invoice notes
Hi Tony,
Under Administration -> archetypes I can see actRelationship.invoiceItemDocument.1.0 and a similar document for dispensing and reminder.
I presume I need to modify one or more of the node descriptors on the actRelationship.invoiceItemDocument.1.0 - the options are description, name, parentChild, source, target, uid
Which ones or ones ?
With regard to the second part is that accessed thru administration, templates, Invoice template ? I can't see the the "Stretch when Overflow" check box on the notes field in the summary area of the invoice template. (Or I am looking in the wrong place ?).
Regards, Jim
RE: Invoice notes
You need to select the act.customerAccountChargesInvoice archetype and edit and then modify the notes node MaxLength value to say 2000 (or more if required). Then click OK.
Cheers Tony
RE: Invoice notes
Hi Tony,
We have a box at the bottom of the invoice where we type notes inside.
So even when the character length is expanded the writing goes outside the box. Is there any way to expand the box?
Cheers!
Cheryl
RE: Invoice notes
Hi Cheryl,
It will require a change to your invoice template most likely to make sure the box containing the text is set to expand when the text overflows the space allocated for it. This requires some knowledge of the iReport program which allows you to edit report templates. If you are not confident with this suggest get your implementer to make the necessary changes.
Cheers
Tony
RE: Invoice - client notes on base
RE: Invoice - client notes on base
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