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megann's avatar
megann
Member
18 days ago

Is there any way I can add comment on the invoice to keep an internal record of invoice history in MYOB?

Hi,   Is there any way I can leave the memo or comment on each invoice to keep track of invoice history for internal use and not visible to the client. I want to be able to keep a record of invoice...
Isaiah_C's avatar
Isaiah_C
MYOB Moderator
17 days ago

Hi megann,

 

Yes, you definitely can do that. you can add an internal note in the Journal Memo field when entering the sale. That’s a handy way to keep track of invoice history or status for internal use. If you don’t want that note to appear on printed or emailed invoices, just make sure the Memo field isn’t included on the form template. You can also check our help article here for more info: Creating customer invoices. 

 

Regards,

Sai

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