How to add a note to the invoice creator from the project card.
You can leave a note to the invoice creator on the project card. This is useful if you wish to create a reminder for yourself or for a team member who manages the invoicing process.
Versions: Free, Growth, Business, Enterprise, Enterprise+
Permissions: Invoicing, Projects
Add a note
Notes can be added and edited at any point during project creation and management. You can create a note for the person that is going to invoice the project. Note that only one person can make changes at the time. Otherwise latest change will replace the previous one.
Navigate to the Projects>All | Pipeline | Won deals | Internal projects > (Chosen project) > Finances.
Click on Note to invoice creator.
After opening the slider you can add your note to the editor.
You can also chat with the project team by clicking on Project chat
The note will autosave.
View a note when creating an invoice
If your invoice has a note added to it, you will see a yellow notification bar in the top right corner of the screen on the invoicing page.
- Move to part Invoicing> [Chosen invoice].
- Click on View to see the note.
The invoice creator can see the note and also chat with the project team by clicking on Project chat.