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Add notes to an invoice

Add internal notes to a sales invoice. Notes are only visible to you and your team — they do not appear on the PDF.

Add a note

  1. Go to Sales invoices;

  2. Click the invoice you want to add a note to;
  3. Open the Notes tab;
  4. Type your note in the text field;
  5. Click Add note.

The note appears immediately in the list with the author's name and timestamp. Earlier notes are shown below, from newest to oldest.

Updated on 8/29/2026

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