How to add a note to a one-time invoice

Context

You need to produce a one-time invoice for a client and add a note or mention to it.

From the customer balance, the “Invoice Now” function allows you to type a text that will appear only on this invoice.

This note or mention can contain text only.

Where does the note appear on the invoice?

The note appears below the amounts and above the payment notice.

Note: If you have configured in the client settings a note to appear on all invoices for this client, then the invoice will display both notes: the one entered during the “Invoice Now” action and the one configured to appear on all the client’s invoices.

Procedure

1. Go to the Billing section
   • Click the “Invoices & Payments” button from the left menu.
   • Search for and select the relevant client.
2. Access the form to modify the client’s billing settings
   • Click on the “Next Invoice” box.
   • Click the “Actions” button and then “Invoice Now”.
   • Write the note that will appear on the invoice.