Adding Notes to an Invoice

1. Navigate to the Invoices Section

• Go to the Billing section in the left pane and click on Invoices.

2. Click on the Open Invoices Tab

• At the top of the page, click the Open Invoices tab to view the list of Open Invoices.

3. Open the Invoice Details

• Click anywhere on the invoice line to open its details.

4. Go to the Notes Tab

• Once inside the invoice details, select the Notes tab.

5. Click the Add Note Button

• In the top-right corner of the Notes tab, click the + Add Note button.

6. Fill in the Note Details

• A modal will appear. Enter the Subject and Body of the note.

7. Save the Note

• Click the Add button to add the note to the invoice.