Add notes to a record

You can add additional text information to the record for an individual account, contact, invoice, payment or credit adjustment, and refund.

  1. (If it is not open already) Open an existing schedule.
  2. (If it is not open already) Open the record you want to add notes to.

  3. Click the Notes tab.

    Note: This tab is the same in the Account, Contact Detail, Invoice, Payments & Credits, and Refunds dialog boxes.

  4. Click in the large area in the Notes tab, and then type any extra information you want to add to the record.
  5. Click Save.