Using Notes

How to use invoice notes.

Using Notes

Step 1: Open an invoice from the bench view

  • From the bench view, locate the invoice you want to work with.
  • Click or tap on the invoice to open it.

Step 2: Tap the "Add Note" button

  • To add a note, find the "Add Note" button. (The "Add Note" button is positioned at the top right corner of the notes preview section.)
  • Alternatively, you can simply tap anywhere within the note preview section to proceed.

Step 3: Enter details for your new note

  • In the "add note" box, enter the relevant details or information for your new note.
  • If you need to include pictures or documents related to the invoice, tap the camera icon to attach them.
  • Once you've entered all the necessary information, click or tap on the "Save Note" button.
  • This will add your new note to the list of notes specifically associated with that particular invoice.

Additional Details:

  • It's important to know that any notes recorded during intake are treated the same as notes entered from the workstation.
  • Automated notes will be generated when you perform certain actions, such as editing the timer, completing an invoice, or reassigning an employee to a task.
  • If you want a particular note to be displayed on the updated estimate, invoice, and receipt, you can select the "Show on invoice" checkbox for that specific note.

Workstation Features