You can add an 'Internal Note' to Quotes, the Client's Estimate, Purchase Orders, Bills, Invoices, Variations and Credit Notes - similar to what you can do within Xero i.e. adding a note for your own reference, or for other office users to see.  Any Quotes, Client Estimate, Purchase Orders, Bills, Credit Notes, Invoices, Variations and Credit Notes with an Internal Note(s) will display an Internal Note icon to the right of that document's reference number.

NOTE: Internal notes are only visible to Branch Staff



How to Add an 'Internal Note' to a Quote, Client Estimate, Purchase Order, Bill, Invoice, Variation, or Credit Note 

The process of adding an Internal Note is very straightforward and similar across all document types:

  1. Firstly open the document by clicking on the Quote, Estimate, Purchase Order, Bill, Invoice, Variation, or Credit Note Reference number/link
  2. Scroll down to the bottom of the screen - here you'll see the document's 'Internal Notes' section
  3. Type in the note you would like to add to the internal note's text box
  4. Then click the 'Add Note' button - at the bottom left of the add note field

    This will save the note, and load a new note field below, ready for another note to be added.


    NOTE: You can not add a document to an Internal Note


How to Edit or Delete an 'Internal Note' 

    The process of editing or deleting an Internal Note is again straightforward, and similar across all document                 types:

  1. Firstly open the document by clicking on the Quote, Estimate, Purchase Order, Bill, Invoice, Variation, or Credit Note Reference number/link

  2. Scroll down to the bottom of the screen - to the list of current 'Internal Notes'

    - To edit an existing note - click on the edit (pencil) icon, make your changes, and confirm by clicking the 'Save' button

    - To delete an existing note - click on the delete (trashcan) icon

    This will open a 'Delete Comment' pop-up asking you to confirm the deletion by clicking on the pop-up's 'Delete' button - once done the internal note will be deleted

    NOTE: Deleting an internal note can not be reversed