Use notes to record details and set reminders for yourself and other users.
Last updated: August 23, 2024
Notes will attach to the customer's profile and be visible through the history for the customer and the invoices they apply to.
- Click the Add Note button.
- Enter your comments in the note modal.
- Highlight the invoices this note is relevant to using the drop-down.
- Set yourself an optional reminder using Select date.
- Tag one or more other users by typing @ and using the drop-down. that appears to select the correct user.
- Click Save note to confirm.
Access the Add note feature from the customer or invoice specific page by clicking the Add note button at the top of the screen.
You can also add a note via the Receivables Customer or Invoices tab. Click the three dots on the right handside of the customer/invoice and choose Add note.
Or on the customer and invoice pages
The most recent note added that applies to the customer/invoice will show in Receivables exports.
You can use the Register call button in a similar way to the Add note function.
When using the call modal you’re unable to tag other users or set reminders, but can Reschedule the call for a later date if the call is not conducted successfully.
The call reminder will appear in your Call reminder task list.
