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Mathilda1's avatar
Mathilda1
Experienced User
3 months ago

Journal Memo

Hi all - Where do I find the field on the Invoice to enter a journal memo (as found in Accountright) so that the customers can see this on their Statement?  Step by step instructions please ... I have searched quite a bit but can't find out how to do it.  Our customers have their own customers and they have to know who to charge for the service when reading the Statements.  Thanks in Advance :)

1 Reply

  • Hi Mathilda1,

     

    Appreciate you looking around for the journal memo, but it’s not available in the browser. You can only add notes to a customer when creating invoices. I agree it’d be handy to have a spot for a quick description for customers. If you’re up for it, please pop this on our Ideas board so others can vote and our product team can consider it in future updates.

     

    Cheers,

    Princess

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