How to Add Notes to a Quote or Invoice | WERK8 Help Center

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How to Add Notes to a Quote or Invoice

How to Add Notes to a Quote or Invoice

Written by Natalia Cholewa

Updated over a week ago

1. Open job details

Screenshot of: Open job details

2. Click "QUOTE / INVOICE"

Screenshot of: Click "QUOTE / INVOICE"

3. This works the same way for Quotes and Invoices

Screenshot of: Switch to invoice (or stay in quote, you can put notes for both)

4. Click the "Notes here" field.

Screenshot of: Click the "Notes here" field.

5. Write your note

Screenshot of: Put down a note for a customer.

6. Click Preview

Screenshot of: Follow to issue an invoice

7. The notes will be included in the invoice or quote

Screenshot of: The notes will be included in the invoice or quote

Tip: I you would like to put a comment to a task for your mechanic (that customer won't see) follow the link here.