The Goal: Add a billing note to a contact's record so that relevant billing information is visible to staff on the contact's Billing tab.
Before You Begin:
- Navigate to the contact record for the individual you wish to add a billing note for.
Step-by-Step Instructions
- Select the contact's Billing tab.
- Click the add icon in the Billing Notes section.
- Enter the desired note.
- Click Done.
Common Pitfalls
- Wrong tab selected: The Billing tab on the contact record is a detail-page tab — make sure you are on the contact's record and have selected the Billing tab, not a top-level navigation area.