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Adding a Customer Note to an Invoice

  1. Click the Menu icon

  1. Expand the Point of Sale menu

  2. Select Orders

  3. Click the Invoices tab

  1. Click the Customer Note icon

  1. Enter the Subject Line and Note body

To add the note to your calendar, click the Calendar Event box

  1. Click Save

  1. Customer notes will appear on the Customer Detail page under Customer Notes on the Notes tab

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