Add a note to an invoice
You can add a note to an invoice in Practice CS. 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.
- SelectActions, thenBilling.
- Select the client, engagement, or project you want to bill and then selectDetail Bill Selected.
- On the Summary tab in the Detail Billing screen, go toInvoice Notesand enter the text of the note.There's no length limit to the invoice note.
- SelectSaveorSave and Print.
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Compose an invoice
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