How to Add a Note or Label on an Invoice

  1. Pick a customer by going to your contacts or search a customer from the search box at the top.
  2. Go into their profile and click on “Balance Owed” or “Credit Balance” at the top-right corner.
  3. Click on the invoice number you want to edit and change labels or add notes next to the invoice number. The new label/note will be automatically saved.
Updated on December 31, 2019

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