Adding a note to an invoice

There will be occasions when you, or one of your admin team, have spoken to a member regarding an outstanding invoice, and you would like to add a note to let others know the outcome of the conversation.

To get started, click Invoices in the sidebar and select the invoice that contains the member invoice you want to add a note to.

You might find it easier to find the member first and then select the invoice you want to add a note to from their page.

With the Recipients tab selected, click on the member invoice you want to add a note to.

When the invoice appears, click Activity & notes on the right pane to bring up the notes.

Here you can add your note by typing it in the input box and clicking the Up arrow.

After adding the note, you will see the note listed in chronological order along with the date and time the note was added.

Notes are private to the admin team. The member will never see them on their invoice view.

Clicking off the invoice will return you to the invoice page where you will see that the member has a Note icon shown on their row. This signifies that a note has been added to their member invoice.

Removing a note

Click on the member invoice and then click on Activity & notes.

To remove the note, click Remove.

You won’t be able to see the note again, but you will see who removed the note, and when it was removed.