Add Payment Notes

When paying an invoice, you may want to include important notes about the payment. 

1. Getting started

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

2. Apply payment to an open invoice

Select an invoice to pay from the Open Invoices grid.

3. Add a payment note

When the invoice payment form displays, use the Payment Notes field to enter your notes.  Save the payment.

4. Preview the payment notes

Once you paid the new open invoice, click Print to view the invoice and your invoice notes.

5. The invoice and payment notes

Payment and invoice notes appear below the viewable invoice. *Important: Invoice and payment notes do not print on the the invoice.  They are for internal use only.