How to Add a Comment or Note to an Invoiceable/Invoice
You can easily add comments, and/or notes to an invoiceable and invoice - each of which has its own access permissions:
- Comments - are viewable to branch users and the client (if they've been given access)
- Notes - are viewable by branch users only
To add a comment or note to an invoiceable/invoice we:
- Click the 3 dot dropdown to the right of the invoiceable/invoice
- And select either the 'Add a Comment', or 'Add a Note' option
This will create space to add the comment or note - with the option to add an attachment also. - Once you've added your comment or note, click the 'Add Comment/Note' button to save
This will add a comment speech bubble, or notepad icon to the invoiceable line.
NOTE: The speech bubble or notepad icons can be clicked on to view, edit or delete the comment/note as required.
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