Notes on Customer Invoices

[HDG]

Just wondering how people keep notes for debt collection for particular customer invoices. It would be great to be able to bring up a customer and see all the correspondence and past information about that customer. At present, the note section isn't efficient enough as it's per customer not per invoice. 

Also would love a proper note section for employees so that we can keep historical notes on pay rises and items in their contract.

[Komal_S]

Hi @HDG 

I'm assuming when you mention notes, you're referring to  contact logs which can be entered for customer cards to enter any correspondence made with them as of a specific date. At this stage, these are the only logs available in the system, however, they can be used for keeping historical notes for employees as well. 

Please let me know if you have any questions.