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This article applies to:

  • Product: Digita Practice Advanced

Adding a note to an invoice

Digita Practice Advanced enables you to add a note to an invoice. Notes are most often used to record the reasons behind billing decisions, which can help in making billing decisions in the future, or justify for a client the billed amount.
  1. Choose Actions > Billing
  2. Select the client, engagement, or project you want to bill and click Detail Bill Selected.
  3. On the Summary tab in the Detail Billing screen, enter the text of the note in the
    Invoice Notes
     field.
    note
    The invoice note may be of unlimited length.
  4. Click Save or Save and Print.