Add Invoice Notes

When creating or paying an invoice, you may want to include important notes. 

1. Getting started

From a client record, locate and click the Ledger tab to view all invoices and billing details.

2. Create a new invoice

From the top of the client ledger, click the ledger actions dropdown and select the Create Invoice link.

3. Add an invoice note

When the new invoice form displays, use the Invoice Notes field to enter your notes.  Save the new invoice.

4. Preview the invoice notes

Once you have created the new open invoice, click View/Print/Email under the dropdown menu to view the invoice and your invoice notes.

5. Invoice and Notes

Invoice notes appear below the viewable invoice. Invoice notes do not print on the the invoice.  They are for internal use only.