The Goal: Add a staff-only internal memo to an existing invoice for internal tracking or communication purposes.
Before You Begin:
- An internal memo can be added to an invoice either when you create the invoice manually or after the fact, using the steps below.
- Internal memos are visible to staff only — they do not appear on the invoice sent to the contact.
Step-by-Step Instructions
- Click the link for the invoice to which you want to add a memo. You can find the invoice on the contact’s Billing tab, or on the All Sales/Invoices page under Finance, Billing section.
- Enter the desired text in the Internal Memo field.
- Click Done.
Common Pitfalls
- Internal Memo vs. Message: Do not confuse the Internal Memo field (staff-only) with the Message field, which is visible to the contact on the invoice.