I'll help you add a note to your customer's transaction, waqaryousuf-swy-.
We can either include a note in the Message on invoice field or create a default message in the custom field. I'll guide you how.
If you'd like to add the note in the Message on invoice field, I suggest following the steps below:
In case you want to add the message in the custom filed, here's how:
Once done, you can run the Transaction List by Customer report to see your note. Here's how:
However, if you're still unable to add a note to the transactions, we can perform some troubleshooting steps to fix this. The stored cache in your browser can affect the performance of QuickBooks Online that can cause unexpected behavior.
To begin, I suggest logging in to your QuickBooks Online account via a private window. This doesn't use the existing cache files, which makes it a good place to determine if there's an issue with the browser.
Here are the keyboard shortcuts:
Once signed in, try adding a note. If it works, let's clear the cache of your browser. This helps remove its stored cache to improve the program's performance.
If private browsing doesn't work, I encourage using different browsers. They'll provide you the best and most secure experience with QuickBooks. For more details, I suggest checking out this article: System Requirements for QuickBooks.
Additionally, I've included an article that'll help you design your custom form styles for your invoices or estimates, then import them in QuickBooks Online: Import Custom Form Styles.
Please let us know if you have additional concerns or questions about adding a message. This helps us provide an accurate solution for you.