Yes, you can now add Internal Notes for your team on Invoices and Quotes/Estimates. On the right-hand side of the Audit History, you should see an ‘Add Internal Note’ Button. This will allow Admins and Finance Managers to add notes for other Team Members. These notes can be read by any of the other internal members with access. These notes will be added to the Activity History.
Figure: Add Internal Notes for your Team Members
Related FAQs:
- Can any user add internal notes on Invoices and Quotes/Estimates?
You would need to at least be an Admins and/or Finance Manager to be able to add these notes.