Add a Note to an Invoice
Steps to add a Note to an Invoice
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Learn how to add a Note to an Invoice
When there’s important information you need to share with your team regarding an Invoice, having the ability to add a Note directly to the Invoice is important. This ensures that your colleagues can easily access and view the details you’ve shared, meaning clear communication and collaboration. By centralising this information, your team can keep up to date, address any related Notes easily.
Follow this page to learn the steps for adding a Note to an Invoice
Add a Note to an Invoice
Follow the below steps to add a Note to an Invoice
Locate and add a Note to your Invoice
This step will help you locate the Invoice and add a Note as required
From the Main Navigation Menu, select ‘Finance’ and the ‘Invoices’
This will open the Invoice DataGrid
Using the search bar or Filters, search for the required Invoice either by reference number or Invoice ID
Once you have located your Invoice, right-click and select the 'Add Note' option from the Context Menu
This will open the ‘Add Notes’ pop-up window
You can enter information into your Note such as the Subject, the Type of Note that it is, then the Contents of your Note
Press the ‘Save & Close’ button to save your Note
To check your Note has been saved correctly, right-click on the Invoice, select and Select ‘Notes’ from the Context Menu
This will open the Notes DataGrid for that Invoice, you will see your new Note showing in the DataGrid
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