How do I add a private note to an invoice?

You can add private notes from an invoice’s Notes tab. These notes are visible only to you.

1. Open the invoice view screen.
2. Select the Notes tab.
3. Select the Private Notes tab.
4. Add your note.

Notes are categorized by where they’re created and date stamped. To edit or delete a note later, select it and choose the appropriate action. The invoice’s notes show notes related directly to that invoice.