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bill-d-blev
Level 1

I sent an invoice reminder and now I want to make a note on the invoice about a follow up phone call that only I can see,not the customer. Is there any way to do that?

 
1 Comment 1
Mark_R
QuickBooks Team

I sent an invoice reminder and now I want to make a note on the invoice about a follow up phone call that only I can see,not the customer. Is there any way to do that?

Hello bill-d-blev,

 

As of now, QuickBooks Online (QBO) doesn't have an integrated option where you can add a private note in an invoice.

 

As a workaround, you can add your customer's follow-up number in the "Message displayed on statement" field.  But please make sure to remove it before creating the customer's statement.

 

Also, I encourage sending feedback to our engineering team by going to the Gear icon, then select Feedback. This way, they can consider adding this private note field in our future updates.

 

Please know that you can always get back into this post if you have more questions.

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