Add a custom note to invoices
Add ability to save client-specific notes to invoices given to clients. This would benefit any providers/staff who need or want to include notes for a client (e.g. explanation of a write-off).
Kayla MacNeil
shared this idea
We’ve added a new field, “Invoice Footnote,” to the General Information section on the Invoice page. This will allow you to add a personal, client-specific message to a client’s invoice as necessary. Any footnote saved to an invoice will be displayed on the printed PDF version of the invoice.
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Jessica Wacker
commented
I would like to be able to add a statement to all my invoices about how to pay. I can do this now by entering it as text when I email or print out invoices but I have to do it every time I send them out. It would be nice to have the option to add that statement so it comes up with every invoice without me having to add it.
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Heather Oakley
commented
It would be very helpful if you could see notes attached to invoices and credits while looking at the main ledger screen. Or at least see that there is a note.
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Philip Alex
commented
Provide a customizable message area on Invoices and Superbills (!!!)
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Rebecca Toner
commented
Ability to add a custom message to superbills to then email to clients