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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Add notes to Invoices
<p>You can add notes to your invoices globally by customizing your invoice layout, or on an individual basis, by adding a note to a particular invoice.<br/><br/>To add notes (or otherwise make modifications)to a particular invoice,<br/>A <br/>1. Click on the "Invoices" tab. <br/>2. Click on the invoice number of the invoice you want to change. <br/>3. Click on the "Edit" tab to: <br/>- Change the invoice date; <br/>- Draw against a retainer; (Note: If the client has not paid a retainer, this field will not appear.) <br/>- Enter a credit (and the reason for the credit); <br/>- Change payment terms; <br/>-
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