You can add internal comments to each invoice. Comments are stored on with the invoice, along with invoice history and payment activity. This allows you to keep a log of any pertinent information regarding payment.
- From the menu to the left, click Accounting.
- Click Income.
- Enter your Accounting PIN and click Go.
Note: If you do not have an Accounting PIN set, you are prompted to set one.
- Use the filters to locate the invoice to view.
- Click the invoice number for the invoice to view. The View Invoice page opens.
- Scroll to the Invoice Activity section.
- Ensure that the Comments tab is highlighted blue.
- Click + Add Comment.
- Click the text box that displays and enter your comments.
- Click Add Comment.
Note: Comments cannot be removed from invoices once added.