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Notes Customer InvoicesOn the Notes tab, you can enter additional reference notes about the selected invoice. 
Notes for Customer

Additional comments visible to the customer on the invoice document.

To enter a note, click edit icon . A window with a text box appears. Enter the text into the text box and click Save .

Payment Note

A comment about the payment of the invoice only visible to you and other users at your company.

To enter a note, click edit icon . A window with a text box appears. Enter the text into the text box and click Save .

The system automatically records the date when you send a payment reminder or mark this invoice as irrecoverable from the Payments tab. The date and a brief description of the action appear automatically in the field.  


Internal Note

A comment about this invoice intended for and only visible to users at your company.

To enter an internal note, click edit icon . A window with a text box appears. Enter the text into the text box and click Save .

When you convert a pro forma invoice into a final invoice from the from the Main  tab, the system automatically records the pro forma's invoice number and date. The invoice date and a brief description of the pro forma invoice appear automatically in the field.

EditClick to modify.
SaveClick to apply the modifications.
CancelClick to terminate the modification process.
BackClick to return to the previous page.