You may find sometimes when creating a quote, invoice, or recording a purchase that you need a specific note on the document to send to the Customer/Supplier. An example of this would be maybe sending a purchase order where you need to state reverse charge will be applied.
Adding a note that the customer/supplier will see
The process of adding a note is the same method across types of document you create. What you will need to is create a Quote/Invoice/ Receipt and then press to Add a line item. This will then add a line item to your invoices that does not show the ‘Qty’ or ‘Rate’ just the ‘Description’. If you are looking to adding a note that goes out with all your documents automatically, for example, your payment terms and bank details, then please see the Additional Text section of this article.
Adding an internal note
To add an internal note that only you will see:
- In the Notes section click the Add a Note link
- Use the text box to enter in your note, you can also date the note if required, by default this is set to today’s date