Add notes to your customers and invoices

To add a note to a customer or invoice navigate to Receivables > Customer or Invoice. Click into the relevant customer or invoice and you'll see the option to Add note at the top of the screen.



Notes will attach to the customer's profile and be visible through the history of the customer and the invoices they apply to. 

• Click the Add Note button.
• Enter your comments in the note modal.
• Select any relevant invoices using the drop-down menu.
• Set yourself an optional reminder using Select date.
• Tag one or more other users by typing @ and using the drop-down menu.
• Click Save note to confirm.

You can also add a note using the three-dot menu in the Customers or Invoices table view. Click the three dots on the right hand side of the customer or invoice and click Add note.

The most recent note added that applies to the customer or invoice will show in Receivables exports. 

The Register call button works 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 necessary. 

The Call reminder will appear in your Task list. 

Related articles 

• Video: Receivables

• Tasks