Hello there, @beth1026.
I'm here to share details about adding notes from the actual sales order in the note/notepad. This way, you'll be able to determine where you can save and monitor your transaction information.
You can add notes by opening each of your sales order transaction. Then, you'll have to go to the Transaction tab. From there, you can access the Notepad window where you can enter your notes.
Additionally, you're unable to view your notes directly from the Open Sales Order report. However, you can manually open each sales order transaction to view them in the notepad.
Moreover, you'll have to convert your sales order transaction to an invoice to track of your accounts receivable. For the complete details, kindly refer to this article: Create an invoice in QuickBooks Desktop.
Please let me know if you have other concerns. I'm just around to help.
