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How to Create an Invoice Note

Macy Williams
Macy Williams
  • Updated

If you want the invoice note to appear on the invoice, start by enabling the Memo option in the settings and if not you can simply follow the same steps but uncheck the Show Memo option and hit Save.

Step 1: Enable the Memo Field

  1. Go to Settings.

  2. Navigate to Report Customization  and then to Invoices.

  3. Check the box to enable the Show Memo option. 

  4. Click on the Save button.

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Step 2: Add a Note to the Invoice

You can add notes in two ways:

Option 1:

  1. Go to Accounting > Invoices.

  2. Go to the Invoices section within Invoices.

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  3. Click on the Invoice ID.

  4. A screen will open. Add your Comment there and click Save.

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Option 2:

  1. Open up any invoice from invoice batch.

  2. Click the pen icon under Invoice Note.

  3. Type your note and press Enter.

  4. The note will show up in the invoice next to the Memo field.                                                               

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This way the invoice notes will be visible in the PDF in front of Memo

Note: Once the invoice is sent or marked as invoiced, the invoice notes can no longer be edited and updated in the PDF.

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We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support. 

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