When I run the customers' open invoice report, I want to have the notes show next to every outstanding invoice so that during AR meetings we can see the history and can quickly move through without having to do a recap on every invoice.
I added the Notes column to the report but they're coming over blank. I noticed our notes were on the customer tab rather than the transation tab, so I changed that and reran the report, and it's still blank.
I can see that this is your first post so let take time to welcome you in the Community space, scoboa.
Currently, the notes that we added to the customer/transaction tab will not show in the Open Invoices report. Your feedback will help to stay in tune with what our customers need, want, and expect. At times, we roll out product updates based on our customers' requests. Rest assured, I'll take note of your suggestion and submit this to our product engineers for consideration.
For now, you can add a memo upon creating the invoices. This way, you can easily track it in your reports. You can follow the steps below in adding a memo column to the Open Invoices report.
Select Reports from the sidebar menu.
Under Customers& Receivables, select Open Invoices.
Click the Customize button.
Under the Display tab, select Memo from the COLUMNS menu.