I want to add notes to specific estimates or invoices for myself only. Why does Quickbooks force us to add a photo with a note?
I've got some steps we can perform to add notes to your estimates or invoices, davidsavon2012.
It's possible you selected the Attachments option on your sales transactions forcing you to upload a file on it. To add notes without adding a photo, we can add the note as a footer on your invoices or estimates. Let me show you how:
Go to the Gear icon at the top.
Choose Custom Form Styles.
Tick Edit on your invoice or estimate template.
Choose New style or choose the type of transaction you want to customize.
Click on Content.
Tap the Footer part on the sample transaction. Then, enter details on Message to customer on and Add footer text fields.
We can also add the notes as a custom field in the sales forms or enter the additional details on the Description column and Message on the invoice field. To add a custom field on your invoices, just follow the steps below: