How to add document notes : Support Portal

How to add document notes Print

Created by: Irina Kavchik

Modified on: Sun, 1 May, 2022 at 7:06 PM

Overview:

Add an internal note/message on the header level of the document.

Navigate to Settings - General - Custom Fields

Add tab Name, e.g. Document Notes

Type in your note here on the header level of the document:

See your note on the invoice page:

Irina is the author of this solution article.

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