Add or Edit an Admin Note on an Invoice

TABLE OF CONTENTS

• How Do I Add or Edit an Admin Note on an Invoice?
• How do I View Admin Notes in the Unpaid Invoices report?

• Add a reminder you to contact the client on a specific date.
• Invoice the client on a particular day.
• Note why, or when a client says they will pay their Invoice, so your admin team is aware.

Tip: An Admin Note added to a Quote will transfer to the Invoice when the Invoice is created.

How Do I Add or Edit an Admin Note on an Invoice?

Step 1

• Select the blue word "Invoice No. XXX."

Step 2

• Click "Admin Notes" in the left-side menu.
• Add or edit note.
• Click "Update."

How do I View Admin Notes in the Unpaid Invoices report?

• Click "This Month End" or enter a date.
• Click "Reload."
• Admin Notes are displayed below the client's name and Invoice number.
• To edit the note, click the invoice number to view that invoice, then access the Admin Note.