Adding Notes to an Invoice
Updated over a week ago

As of Penelope version it is possible to add a note to an invoice (NDIS and non-NDIS invoices). This can be useful when invoicing third-party providers who provide a tracking number that needs to be recorded against the invoice etc. This feature is also available for non-NDIS clients.

How to Add a Note to an Invoice

  1. Navigate to the invoice.

  2. Click edit.

  3. Enter your note in the Invoice Note field.

  4. Click save.

The invoice note will print on the invoice directly under the details of the Individual/Funder receiving the invoice (see below).

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