You can enter a note related to an invoice to record actions taken or information gained when talking with a customer. You can add the note directly from the Dashboard.

To take a note, complete the following steps:

  1. Find the invoice for which you want to include a note on the Open Invoices list.
  2. Select the Choose Action drop down list next to that invoice.
  3. Select Take a Note. 
  1. The Spoke with Customer indicator is turned on by default. If the note is note related to a conversation with the customer, you can turn it off.
  2. Select the invoice for the note from the Choose Invoice drop down list.
  3. Enter the text for the note.
  4. Select Save Note.