Notes - Accounts Receivable
The Accounts Receivables Notes allows you to keep a record of internal information for an account. For example, you can save information about an account's billing preferences, actions taken on an invoice, or special instructions on how to handle an account or invoice.
You could also use it to record notes during telephone conversations, to record past history of issues, or just to log general information regarding the account.
Notes Indicates that this account has at least one Note attached. |
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How do I add a new Note to an account? How do I edit an existing Note in an account? How do I delete an existing Note from an account?
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The "Total" line on the jump link shows the number of Notes that are attached to this Accounts Receivable account. |
Notes Jump Screen
Attribute... |
Description... |
Title |
Create the note using a descriptive Title to sum up the note's contents at a glance. |
Updated |
The system automatically fills the date and the User ID upon creating or modifying the Note. |