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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Add notes to Invoices

edited Jul 3, 2024 12:29PM in SuiteProjects Pro Discussions

<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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