Editing customer notes solved (yes it's possible)

[yobers]

I am writing this post because I know a number of users (including myself) have experienced frustration with the changes to the customer notes section on the create invoice page. However I recently discovered a way to edit the customer notes. I'm not sure if this is a very recent added feature or if this is something that has always existed since the Essentials upgrade but no one seems to know about it. Regardless, I thought I would share the solution for other users...

*Click on the main business tab in the top right hand corner and select 'Sales settings' from the drop down menu. Then select the 'notes to customer' tab and from there you can edit any of the default notes to something that is customised for your own business. The only issue with it is that the note description must contain the complete note details for it to show up properly in the invoice. 

[SupportNoteGuy]

Hi @yobers - thanks so much for spreading the word!

In addition to your great info, here is a help topic with more details: Notes to customer