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Is there a way to puts notes onto an invoice that I can see in quickbooks but my customers will not see them when they receive the invoice?

 
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QuickBooks Team

Is there a way to puts notes onto an invoice that I can see in quickbooks but my customers will not see them when they receive the invoice?

Hello westrockimages,

 

This is a great question! Being able to add internal notes to an invoice is good idea for sharing information with others who may be using the program and need access to details about what they're looking at. I'm happy to go over the options.

 

QuickBooks Online doesn't currently have an internal note section on transactions, including invoices. Boxes such as message on invoice and message on statement will be visible to the customer when they receive the transactions. That being said, I do have a workaround you can try.

 

The program gives you the option to add an attachment to a transaction, and this is what I recommend using since an internal notes field isn't available yet. Here's what you can do: create a document outside of QuickBooks, such as a Word document, type the notes you need, and then name the file so everyone on the team will know what it is. In QuickBooks, attach that document to the transaction. This attachment will be for internal eyes only unless you check off the box attach to email. This would send it to the customer. Without that option checked, however, the document will simply sit there for internal use.

 

Learn more about attachments from the following article, which goes over which transactions can use the attachments option, what file types are acceptable, and how to add an attachment to a transaction or a supplier or customer profile: Attachments in QuickBooks Online

 

As for that internal notes field you're looking for, I recommend submitting feedback about it with our product development team. You can do this following the steps in the How do I submit feedback? article, which sends your comments to that team for consideration in future updates.

 

All the best to you! I'm here if you need anything else.