Billing Notes

A billing note can be used on an invoice, estimate or receipt, they can also be used on recurring invoices.

Add

To create a new billing note click on the add button on the quick action buttons. A title is required for the note to be saved and will show up in drop down menus when a billing note is able to be selected. THe description is what will be display on the invoice, estimate or receipt.

Delete

To delete a billing note select it from the menu on the left side and click the delete button in the quick actions button. Note: If the billing note is has been assigned it may not be deleted.