Notify in Transaction from Product Browse

Overview

We have introduced a new option “Notify in Transactions” in Surf Accounts. Adding an alert while creating an invoice with a particular product (for example, to remind yourself of special offers) may be achieved with this function. To use this option, go to Settings > Product & Stock and select Products, to open the ‘Product’ browse. 

See below: 

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In the “Product Browse” we have added a new field as “Notify in Transaction” with a tick box. To enable the feature, you must tick the “Notify in Transactions” tick box. 

Add the notes you want to display while invoicing as a pop up in the ‘Notes’ field. 

See below: 

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While invoicing when you choose the product from the product line the “Product Notes” pop up will appear. 
 
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Please note, this is not the product description. The notes which you have entered against a particular product that will appear as a pop up as “Product Notes”.  The maximum number of characters you can enter in the notes field is 255. 

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