Keep your team informed with notes. Notes are private and only viewable by Team members.
Step By Step Guide
1) First, click on invoices located in the top navigation bar.
2) Next, search and locate the invoice, then click on the 3 dots to the far right of the page and choose Edit from the menu.
3) Now click on the “Notes” tab located in the upper left corner.
4) Next, add a message and upload files and attachments if necessary and click save note. You can edit the note by clicking the pencil icon, and the circle icon will delete the note.
