You can leave note in the project card to the invoice creator. Useful if you wish to create a reminder to yourself or a team member managing invoicing.

In this article we will be answering the following questions:

  • How can I create a note to the invoice creator?
  • How can I see the note when creating an invoice?

 

Notes can be added and edited at any point of the project.

You can create a note for the person that is going to invoice the project.
The message is created in Projects under the Finances tab click on Note to invoice creator

How to add a note

After opening the slider you can add your note to the editor. You can also chat with the project team by clicking on the Project chat bue text.

 

How to view a note when creating an invoice

After choosing a project to be invoiced, that has a note, you will se a yellow notification bar in the top right corner of the screen.

Click on View to see the note.

 

 

Note displayed after clicking view 

Invoice creator will see the note and can also chat with the project team by clicking on the Project chat bue text.

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