You can add notes to individual invoices under the notes tab when viewing an invoice or draft invoice. This can be useful for storing additional information concerning the invoice that is pertinent but was not included in the invoice itself. In order to do this, first, locate the invoice itself (using the search bar or the customer/job page). Then go to the 'Notes & Communications' tab (below).
- In the notes tab at the top right-hand corner, click 'Add new note' to begin writing your note.
- Once you have typed your note up and confirmed any checkboxes, click the save button.
- Your note will now be saved under the notes tab for future access.
- To edit, or delete the note, click the appropriate link to the right of your note.