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Managing the Invoice Notes

In this article, you will learn how to manage your invoice notes.

David Arteaga avatar
Written by David Arteaga
Updated this week


1. Click on "Jobs Pipeline"

Click on "Jobs Pipeline"

2. Click on "Invoice #..."

Click on "Invoice #..."

3. Click on "Notes"

Click on "Notes"

4. These Are the Notes Available

These Are the Notes Available

5. Click on "Add"

Click on "Add"

6. Customize the Message for Your Customer

Customize the Message for Your Customer

7. Click on "Save"

Click on "Save"

8. See These Notes Appearing for You

For the "Company Notes" do the same process to add it

See These Notes Appearing for You

9. Click on "Customer View"

Click on "Customer View"

10. You'll Find These Notes Going Down Through the Invoice

You'll Find These Notes Going Down Through the Invoice


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If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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