The Goal: Add a staff-only internal memo to an existing invoice for internal tracking or communication purposes.
Before You Begin:
- An internal memo may be added to an invoice either when creating 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.
Add an Internal Memo to an Existing Invoice
- Click the link for the invoice to which you wish to add a memo. You can find the invoice on the contact's Billing tab or from the Finance rail, Billing section, All Sales/Invoices.
- 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 (visible to the contact on the invoice).