Storing Miscellaneous Client Information

You can store information about the client and the invoice using the Notes tab on the Client Details form. These notes are available to anyone (including clients) who can view the Notes tab.

Important! Any notes you enter in the Invoice Notes box automatically display on the client's invoice.

Note: Select Audit Client Notes on the Actions menu to view updates to notes.

To access this form:

1.

Select Client.

2.

From Client|Change, select Client Details.

3.

Click the Notes tab.

4.

Select a Category to associate a note at the client level with a category.

Note the following:

•

The categories that display in the Category field are directly related to the categories created in the Client Notes Category form. (See Creating Notes Templates.)

•

All existing notes reside in the default OV - Overview category until they are changed.

•

If a category is deleted, the system deletes any notes associated with that category and the deleted category no longer displays in the Category field. (You cannot delete the OV - Overview category. If you try to delete this category, an error message displays.)

5.

Complete the notes as needed.

6.

Click Save.

Note: The system shortens the text-wrap length when you enter text in the Invoice Notes box and click Save.

Parent Topic

Maintaining Client Details