Adding Notes to Invoices

After you save an Order as an Invoice, the only line item that you can add to the Invoice is a Note.


To add a note to an invoice in the Work in Progress window:

  1. On the Work in Progress tab or the Cashiered tab, click an Invoice to open it in an Order window.

    • Result: All jobs related to the order display on the Job View tab.

  2. On the Invoice window, select a Job to add a note to.

  3. Click Edit Job to open the Edit Job window for that job.

  4. Click Add Item to open the Select New Job Items, Note tab.

  5. Enter your note and click Add Item.

  6. Click Submit to return to the Edit Job window.