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Dynamic Notes on Invoice

Written by Raniza Seprado

We now have the ability to Edit/Modify the notes on the Invoice.

Once an invoice is created, you will be able to Edit/Modify the Note section. You may access this by going to Billing Membership in the Left Menu, then navigate to the Invoices.

You can also go to the client's billing profile to update the notes added to an invoice.

Click the Billing tab, then Activity Summary.

Click on the pencil icon, write your notes, and then click on the check icon to save the changes.

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