How to add a private note through the customer detail screen on the Web App.
Learn how to add a private note to your customer on the web with these simple steps:
Step 1: Log in to bookipi.com.
Step 2: Select ‘Customer'
On the left-hand side of your screen, select 'Customer' to open your Customer tab.
Step 3: Select the Customer
Find the specific customer whose details you want to view and click on their name to open their detail screen.
Step 4: Select ‘+Private Note’.
Under the ‘Add Customer’ fields, select ‘+ Private Note’ to start adding a note to your customer.
Step 5: Add the necessary note needed.
Once you’ve finished adding the note, click ‘Save’ to save your work.
Please note that the private note will not be visible in your documents and is only intended for your reference on the customer detail screen.
Discover more tutorials for Bookipi Invoice Web App
Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.