How to Add a Note to an Invoice
You can add notes to an invoice in two ways:
Option 1: While Creating the Invoice
Go to the Invoices tab in the Booking.
Click + New Invoice.
Fill in the invoice details
In the Notes field, type your message — this can include internal comments or details for the client.
Click Save to apply.
Option 2: After the Invoice Is Created
Open the invoice from the Invoices list.
Scroll down to the Notes section.
Click the Edit (✏️) icon next to Notes.
Enter or update your note.
Click outside the field or press Enter to save automatically.
💡 Tip: Notes appear on the invoice preview and client-facing version, so use them for payment instructions or contextual details you want visible to the recipient.