Deleting Notes on 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 Delete Icon

• Next to the note you wish to delete, click the red X icon.

6. Confirm Deletion

• A confirmation modal will appear. To proceed, check the confirmation box (if applicable) and click the Delete button to permanently remove the note.