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Creating an Addendum

Updated over 3 weeks ago

The addendum option allows you to create a document (ex: delivery checklists, service worksheets, etc.) and add them to your order, quote, invoice, service or delivery options.

To create a new addendum:

  1. Click the Menu icon

  2. Expand the Point of Sale menu

  3. Click Settings

  4. Select Printing from Point of Sales Settings

5. At the bottom of the screen, click +Addendum

6. Enter the name of the addendum in the Name field

Click Choose File from the Addendum field

7. Locate and open the addendum you are adding

Note: The addendum file must be in PDF format for upload

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8. Select where you would like the addendum added

Click Update

9. To edit or delete your addendum, click the Edit or Delete buttons under Action

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