You can leave a note to the invoice creator on the project card. This is useful if you wish to create a reminder for yourself or for a team member who manages the invoicing process.
Learn how to:
Create a note to the invoice creator
View the note when creating an invoice
Plans & Permissions:
Plans: Free CRM, SalesCRM, PM, ERP
Permissions: Invoicing, Projects
How to add a note
Notes can be added and edited at any point during project creation and management. You can create a note for the person that is going to invoice the project.
Navigate to the Project
Click on the Finances tab in the header
Click on Note to invoice creator
After opening the slider you can add your note to the editor
You can also chat with the project team by clicking on Project chat
How to view a note when creating an invoice
If your invoice has a note added to it, you will see a yellow notification bar in the top right corner of the screen on the invoicing page. Click on View to see the note.
The invoice creator can see the note and also chat with the project team by clicking on Project chat