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 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
Hello @Kirsty McGhie,
We're unable to add the customer note to the invoice. Instead, you can use a custom field to your invoice to add it. Let me walk you through how.
Once done, manually enter the note field when you create an invoice. You can also add this field when running reports. Please see this article for more information about customizing invoices, estimates, and sales receipts in QuickBooks Online. The screenshots at the bottom will show you how it looks like to add the note and include it on the report.
You might also want to import custom form styles for invoices or estimates for more in-depth customization.
I'll be around if you need help with anything else, so don't hesitate to reach out. Thanks for swinging by the Community and have a great weekend.
I Imported my invoice and so the amendment using custom form was not available. However I found that if I clicked on the invoice and went to the gear icon it took me to a screen, change what you see. There was a field that was blank, I added "Memo Rec" as a name for this field and then closed the window.
This field then appears in the invoice form, and can be populated.
Then you can add this same field to the reports. It doesn't appear for the client.
Hope this helps
Worked for me...