Release: Nov 29, 2017

One-Off Comments
Adding One-off Comments to Quotes & Invoices

Adding One-off Comments to Quotes

You can add one off notes and comments to Quotes via CRM>Accounts>Quotes>+New Quote and on the bottom of the Quote you can enter any notes that are specific to that clients Quote Please Note: These are Visible to the client in this section.

Adding One-off Comments to Invoices

In your Management Portal, you can customize the wording of your Invoice and add comments. CRM>Accounts>Invoice>Edit>Add Notes or Comments and Save.

In the App, Accounts>Invoices>Select an Invoice>Add Note and Save.