How to add the Internal Notes in your customer Invoice?

How to add the Internal Notes in your customer Invoice?

Adding internal notes to your customer invoice is crucial as it allows your internal staff members to keep track of important information related to the invoice. In this article, we will guide you on how to manage internal information for customer invoices in GemCloud.

Step 1:

To get started, you need to navigate to the accounting section on the left menu of your GemCloud dashboard. Click on the accounting option, and a dropdown menu will appear.



Step 2:

From the dropdown menu, select the invoices option, and a new page will load. Here you will see all your customer invoices.



Step 3:

Scroll down the page and click on the view icon of the customer invoice that you want to manage the internal notes to.



Step 4:

Once you click on the view icon, you will be redirected to a new page showing the details of the customer invoice. Scroll down to the bottom of the page, and you will see a section labeled "Additional (Internal Information)."


 

Step 5:

In the Additional (Internal Information) section, you can add any additional information related to the customer invoice that you want your internal staff members to be aware of related to payment terms, follow-up actions, or any other relevant details etc.



Step 6:

Once you have added all the internal note information and uploaded any relevant documents, click on the "Save" button to save the changes. These internal notes and document files will not be seen by your clients and only available to the internal staff members.



In conclusion, it is essential to have internal notes added to your customer invoices as it allows your internal staff members to keep track of important information related to the invoice. Additionally, uploading relevant document files can provide further context and support for the customer invoice. We hope this article has been helpful, and you can now easily manage internal information for customer invoices in GemCloud.

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