Forum Discussion

sil2's avatar
2 days ago

recording comments for review

Hi, all is there any way I can attach my comments to an invoice or quote after I have sent them to the client? So I can go back and add, for example, I have sent a quote and would like to add for my reference," client asked for a review to change the wording." 

 

Tx for your help

  • Princess_R's avatar
    Princess_R
    MYOB Moderator

    Hi sil2,

     

    Absolutely! You can go back to the invoices or quotes and use the notes feature to add any extra comments for your reference. For more details, check out this link.

     

    Cheers,

    Princess