Leave useful memos on invoices for your team's attention

You can add a note to an invoice in any tray to provide useful information to other users who have access to the invoice.

For example, you may add a note to an invoice in the Unprocessed tray letting other users know that you need to keep the invoice on hold until further notice. You can add multiple notes to invoices, including invoices that other users have already added notes to.

You can customise notes with an icon to make them stand out in the tray. The icon is displayed in the notes column against the invoice in the tray. If no icon is added, the column displays the number of notes an invoice has. The notes column is indicated by a notepad icon.

Add a note to an invoice

1. Click an invoice in the space under the notes column.
   Or, open an invoice, go to Actions in the bottom-right, and click Notes.
   
2. The notes pop-up appears.

   Type your note in the text entry box.

3. (Optional) To add an icon, click Add Icon.
   Choose an icon and a colour, then click Select.
4. Click Add Note to save your note.
5. Your note is added!
   Click Close.
6. The notes column now displays the number of notes added to the invoice, or the note icon if you included one.

Delete a note from an invoice

1. Open the note by clicking the invoice under the note column.

   You can also open a note by opening an invoice, and then clicking Notes.

2. Next to the note you want to delete, click the red cross (X) icon.

3. A message appears asking you to confirm your decision.
   Click Yes to confirm.
4. Your note is deleted.

View notes attached to invoices

To view any notes that you or another user have added to an invoice, click the icon or number in the note column. You can also hover over the icon or number to view a quick preview of the note.

After you click the number or icon, the note appears in a pop-up.

You can also view notes attached to an invoice by opening the invoice, going to Actions in the bottom-right, and then clicking Notes.

 Still got questions? Comment below and let us know how we can improve this guide.