Adding Multiple Line Items At Once

 

To make it faster for users to add multiple line items we've added a feature to allow the ability to create multiple items with just a few clicks.

Services must be set up in order to use this feature and you will need to request this feature be turned on by FotoNotes Support team while it is still in Beta.

 

1. Click the "Add " button on a service line item field group and then select one or more services. You can also search for an item in the search box. 

Screenshot_20210714-121845_FotoNotes.jpgScreenshot_20210706-161213_FotoNotes.jpg

 

2. Press Done after choosing the services and an item will be created for each one selected. If the services have default quantities specified they will be used, and the default costs will also be calculated.  Click on the items to further edit them.

Screenshot_20210706-161224_FotoNotes.jpg

Have more questions? Submit a request

Comments

Powered by Zendesk