Add a note to an invoice

You can add a note to an invoice in Practice CS. Notes are most often used to record the reasons behind billing decisions, which can help in making billing decisions in the future, or justify for a client the billed amount.
  1. Select
    Actions
    , then
    Billing
    .
  2. Select the client, engagement, or project you want to bill and then select
    Detail Bill Selected
    .
  3. On the Summary tab in the Detail Billing screen, go to
    Invoice Notes
    and enter the text of the note.
    There's no length limit to the invoice note.
  4. Select
    Save
    or
    Save and Print
    .

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