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:

  1. Click the 3 dot dropdown to the right of the invoiceable/invoice
  2. 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. 

  3. 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.