Record and View Notes on Dues and Fees

Attach an internal note to an individual invoice to record payment details or anything else worth remembering about it.

Steps

1. Click on the Payments tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the Dues & Fees tab.
3. Find the item and click the View Summary (magnifying glass) icon in the ACTIONS column.
4. Find the invoice you want to annotate, click the three-dot menu in its ACTIONS column, and select Invoice Notes.
5. Type your note in the INVOICE NOTES window. Drag the lower right corner of the text box to make it larger if you need more room.
6. Click Save to store the note.

To close the window without saving, press Esc or click the X in the top right corner.