Adding comments to invoice lines can help clarify payment details and provide additional information to the recipient. Follow this step-by-step guide to learn how to add comments to invoice lines in your system.
Table of Contents
1. Accessing the Schedule
To start, you need to access the schedule. This section will guide you through the steps to reveal the day's information.
Step 1: Click "on the schedule" to open the window displaying the day's information.
2. Adding a Comment
This step involves selecting the option to add a comment.
Step 2: Click "Add a Comment" to reveal a text area for entering your comment.
3. Entering Your Comment
Here, you'll learn how to enter your comment into the provided text area.
Step 3: Click on the text box to fill in your comment.
Step 4: Fill in "The note you want to show" in the text area. This will be the comment displayed on the invoice.
4. Submitting the Comment
Learn how to submit the comment you just entered.
Step 5: Once you've finished adding your comment, simply press "Enter" to submit it.
5. Viewing the Invoice
This section will guide you on how to view the invoice with the added comment.
Step 6: Click "View Invoice »" to preview the comment generated on the invoice.
6. Reviewing the Added Note
Finally, you can review the added comment on the invoice.
Step 7: Review the added note on the invoice that will be forwarded to the recipient.
Conclusion
By following these steps, you can easily add comments to invoice lines, providing essential information and ensuring clarity for the recipient. For any further assistance, feel free to contact our support team.