Forum Discussion

TheRob's avatar
TheRob
Experienced User
4 years ago

Add internal note to invoice that isn't sticky, and update due date after retention has been held

We have an issue where some of our invoices are subject to retention and I don't find out the details until after a short payment has been made. I need to be able to do two things" 1. Record interna...
  • Steven_M's avatar
    4 years ago

    Hi TheRob 

     

    Internal notes are not something that can be added to sale transactions within AccountRight. As you have rightly indicated, using the Comments would be your best option. However, as you have also mentioned, comments are retained from the previously entered sale if you keep the Enter Sales window open between invoices. In saying that, the Comment is actually pulled from the customer's card so what you could do would be to navigate to the Customer's card enter a full stop/period in that field. What this will do is force the comment to be that full stop for that customer. So it will override the previously entered comment so you are only left with the comment that you enter or that full stop.

     

    In terms of due dates, an invoice can only have one due date. So if you are needing to change that for any reason it would be a matter of updating the terms on that transaction to update that Due date. Alternatively, as you have mentioned, crediting off the invoice and then re-recording it with a new date.