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carla3
Level 1

Is their a pop up window available when about to make a invoice for customer that displays notes?

 
1 Comment 1
KhimG
QuickBooks Team

Is their a pop up window available when about to make a invoice for customer that displays notes?

Welcome to the Community, @carla3.


I’m here to provide some insight regarding this matter.


I’ve replicated this on my end, and I confirmed that there is currently no option to set up a pop-up window for a customer that display notes when creating an invoice.

 

Having this in QuickBooks Online is indeed a great idea. I suggest sending feedback to our engineers for consideration in future product enhancements. 

 

I’ll make sure to submit feedback on my end as well based on this interaction. Here’s how:
1.    Go to the Gear icon.
2.    Select Feedback.
3.    Share your feedback, then click Next.

 

In the meantime, I would recommend creating transactions under the customer’s profile for you to see the displayed notes.

 

That should do it. Please let me know if there’s anything else you need. I'll be more than happy to help. Wishing you and your business continued success!
 

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