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Snowangel153
Oct 5, 2017 3:38 PM UTC
Solved

Adding custom internal notes to an invoice.

I am trying to add additional notes to an invoice after I have received payment.  For instance: Check number, last four of the Credit card used, etc. I do not want to save this and have it sent to the customer.  I have tried to just "Save" after I have typed in what I want saved and it will not save it.   How can I save my necessary info without saving and sending it to the customer?

 

 

(Title has been edited by moderator for clarity)

    qbteachmt
    qbteachmtAnswer
    Level 11
    Oct 5, 2017 7:38 PM UTC

    Directly in the Receive Payment screen, you see the field for you to enter their Check #, to the right of Payment Method is Reference # or Check #, such as "EFT" or "ACH" or "1201." Below this is a Big Box labeled Memo, for you to put in Notes about this Payment.

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    8 replies

    AliciaRoy
    AliciaRoy
    Level 1
    Oct 5, 2017 6:24 PM UTC

    Hi Snowangel153, 

     

    I'm here to show you how to add custom internal note fields. 

     

    You can follow these steps to add them to your invoices: 

    • Go to the Gear icon and select Account and Settings. 
    • Choose the Sales tab on the left. 
    • Click in the Sales form content field. 
    • Under Custom fields, use the Internal check mark boxes to add the fields. Make sure the Public boxes are not checked. The Name field is where you can enter a title such as check number, credit card ending, etc. 
    • Once you're finished click Save and then Done. 

    Please let me know if this is what you're looking for, or if you have any further questions. 

      Snowangel153Author
      Oct 5, 2017 6:55 PM UTC

      Thank you so much!  I did go add these to my invoices where I can see them and not my customer.  My issue is I want to go back into an old invoice and add a check # or batch number.  Open an invoice that is a couple of weeks old.  But when I do this, it will only allow me to save it with a reminder that the customer will see any updates that I make.  And I do not want to customers to receive a notice about these additional notes to the invoice.

       

      I appreciate any advice you have!

       

      Have a wonderful day!

      qbteachmt
      qbteachmtAnswer
      Level 11
      Oct 5, 2017 7:38 PM UTC

      Directly in the Receive Payment screen, you see the field for you to enter their Check #, to the right of Payment Method is Reference # or Check #, such as "EFT" or "ACH" or "1201." Below this is a Big Box labeled Memo, for you to put in Notes about this Payment.

        Snowangel153Author
        Oct 6, 2017 12:34 PM UTC

        Thank you so much!  This is exatly what I needed.  I appreciate your time.

         

        Have a great day!

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