Add notes to a record

You can add additional text information to the record for an individual account, contact, invoice, payment or credit adjustment, and refund.

1. (If it is not open already) Open an existing schedule.

2. (If it is not open already) Open the record you want to add notes to.

   • Open an existing account record.
   • Open an existing contact on an account record.
   • Open an existing invoice.
   • Open an existing payment or credit adjustment record.
   • Open an existing refund record.

3. Click the Notes tab.

   Note: This tab is the same in the Account, Contact Detail, Invoice, Payments & Credits, and Refunds dialog boxes.

   

4. Click in the large area in the Notes tab, and then type any extra information you want to add to the record.
5. Click Save.