You can leave a project-specific message for your own invoicing personnel in the project card’s finances section, e.g., if you want to create a reminder for yourself or a colleague related to the invoice content.
Permissions: Projects > Invoicing
PSA plans: all
Add a message for invoicing personnel
The message can be added/edited at any time during project management. Only one person can edit the message at a time (otherwise the latest change will overwrite the previous one).
- On the project, go to > Finances.
- Click Note to invoice creator.
- Add the message in the window that opens. The message is saved automatically.
The Note to invoice creator -field turns yellow and a link View appears, allowing you to view, edit, or clear the message.
Viewing the message when adding an invoice
If a message has been added for the project, you will see a yellow notification bar:
- at the top of the project’s finance section
- in the upper-right corner of the project invoice.
By clicking View, you can view, edit, or clear the message. If needed, you can also discuss with the project team by clicking chat.