Vision - Adding Invoice Notes

In this article we will go over the 2 options to add a note on an invoice.

Vision allows for notes to be added to an invoice.  There are two areas where Notes can be entered that will appear on a Customer Invoice.

• How to Add a Note on an Invoice - Option 1 
• How to Add a Note on an Invoice - Option 2

How to Add a Note on an Invoice - Option 1

Enter Notes on the Customer Master

1. Select the Billing Address tab
2. Enter the text in the Billing Notes section
3. Click Save

NOTE: The notes entered in this section will appear on EVERY Invoice sent to this Customer.  If the note is no longer needed, it should be deleted.

How to Add a Note on an Invoice - Option 2

Enter Invoice Notes From the Schedule

1. Right-click the scheduled time slot that requires a note.
2. Select the Confirm Detail
3. Select the Notes tab and enter the desired text.
4. Select the option Print Statement to Bill.
5. Click Save.

NOTE:  The notes entered in this area will only appear on the invoice that includes the activity for this scheduled time slot.