Hello there, PGDesigns1. Yes, you're correct that these notes are internal and for your eyes only. Allow me to provide further details below.
This feature is designed to enhance internal communication and improve customer service by allowing you and your team to record and share key details about your clients, such as preferences, previous interactions, and specific requests. This collective knowledge facilitates more personalized and informed interactions with each customer, ensuring a higher level of service.
Additionally, you can refer to this article about sending statements to show customers summaries of their invoices, payments, credits, and balances: Create and send customer statements in QuickBooks Online.
Please feel free to post your questions here in the Community, and we will be glad to assist you in any way we can, PGDesigns1.
