Is there a way to add a private note to an invoice? I know this can be done on individual customers but in my case I need detailed ongoing notes on invoices that are subject to collection activities.
Thanks for reaching out to us here in the Community, @safricks.
Yes, you're correct with adding notes on each customer.
Since you'll need to create private notes on the invoices, you can use the Memo field at the bottom of the transaction. Please see the screenshot below to serve as your visual guide.
I'm also adding this helpful PDF guide to learn more about the processes in the program: QuickBooks for Mac 2019 User's Guide.
The option above will help you create detailed notes that are subject to collection activities, @safricks.
Please feel free to click the Reply (green) button if you need further help. Have an awesome day!
Thank you @RaymondJayO, unfortunately, the memo field doesn't appear on my Quickbooks for Mac invoices (see attached screenshot) nor on my Quickbooks online invoices. Any other suggestions?
Thank you for the screenshot you've provided, safricks.
Adding a private note to your invoice is unavailable in QuickBooks Online. I will let our developer know that you'd like the private note field on your invoices.
Don't hesitate to post again for your other concerns. Take care always!
I will let our developer know that you'd like the private note field on your invoices.
Also mention the other approximate 500+ requests for this feature that were on the requests website, until all 60,000+ requests were deleted last month