Notes

Practical example

You want to keep the comment “The customer promised to pay on Friday” with Atelier U2 SRL’s invoice. Create a note and link it to the correct document so your team can find the discussion. A note keeps a working reference; record payment separately using evidence of the receipt.

Frequently asked questions and solutions

I wrote that the invoice is paid in a note. Why has the outstanding amount not changed?

Notes do not allocate money or change the invoice balance. Open the document in Billing and record the actual receipt. Keep only useful comments in the note, without passwords or access codes.

I cannot find the comment on the document I am working with. What should I check?

Find the note by title or content and check its linked document and active company. Compare the number and partner before changing the link. A comment attached to another invoice does not automatically explain the current document’s situation.