How to add a note to the invoice creator from the project card.
Content
Description
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.
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Navigate to the Projects>All | Pipeline | Won deals | Internal projects > (Chosen project) > Finances.
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Click on Note to invoice creator.
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After opening the slider you can add your note to the editor.
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You can also chat with the project team by clicking on Project chat
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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.
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The invoice creator can see the note and also chat with the project team by clicking on Project chat.