Support CentreAdvanced ModulesCity Ledger City LedgerHow to Add Notes to a City Ledger Invoice

How to Add Notes to a City Ledger Invoice

This article shows how to add notes to a specific invoice on the City Ledger.

Locating the correct Invoice

Go to Operations > City Ledger and locate the City Ledger Invoice where you would like to add notes. If you are unsure how to locate a City Ledger Invoice, please see the article How to Search for an Invoice in the City Ledger Module.

Adding Notes

Once in the Details of Invoice screen, proceed to the Notes tab. Select the New button in the top right hand corner of the screen to add a new note.

Adding Notes

Type your note into box on the right, and click the Save button to save the note.

Viewing Notes

All attached notes will appear in the box to the left. Click on the note in the Note Entry column to view the details of the note in the box on the right.

Viewing Notes

Deleting Notes

To delete a note, select the desired note under the Note Entry column on the right (ensure the black arrow is pointing towards the note) and then click the Delete button.

Deleting Notes