Adding a reference or a note to the invoice

After the invoice has been issued, you can add a reference or a note to it.

To add a reference or a note to the invoice:

  1. Tap on the list icon to access the transactions list.
  2. Scroll down or use a search box to find a transaction you want to add a reference or a note to.
  3. Tap on the transaction in the list to see details.
  4. In the details of a transaction, tap on the pen icon beside Reference / Notes label to add a reference or a note. Enter text into the reference or notes field.Screen_Shot_2018-02-08_at_12.03.25.png
  5. To save, tap ADD. A reference or a note is now visible in the details of a transaction. Screen_Shot_2018-02-08_at_12.05.04.png

 

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