Billing Notes Add-on

Quickly add notes to customer profiles that are visible during invoice creation or editing.

About the Billing Notes Add-on

The Billing Notes Add-on allows you to add notes to customer profiles that will be visible when creating or editing invoices.

  • Store special instructions about customers that are visible when creating or editing an invoice.
  • Reduce misunderstandings and disputes with notes about payment terms, prior agreements, or special discounts.
  • Ensure that any agreed-upon discounts, loyalty rewards, or special pricing are applied.
Billing Notes Add-on - notes displayed while creating invoiceBilling Notes Add-on - notes displayed on sidebar while viewing an invoice

Benefits

Billing notes streamline internal processes, making it easier for teams to handle special billing arrangements and resolve issues quickly. It also enhances consistency, accuracy, and efficiency by providing personalized details.

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