Add Comments to Invoices

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.

  1. From the menu to the left, click Accounting.
  2. Click Income.
  3. Enter your Accounting PIN and click Go.
    Note: If you do not have an Accounting PIN set, you are prompted to set one.
  4. Use the filters to locate the invoice to view.
  5. Click the invoice number for the invoice to view. The View Invoice page opens.
  6. Scroll to the Invoice Activity section.
  7. Ensure that the Comments tab is highlighted blue.
  8. Click Add Comment.
  9. Click the text box that displays and enter your comments.
  10. Click Add Comment.

Note: Comments cannot be removed from invoices once added.

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