Learn here what are the additional options available for your sales documents
How to get there
- Go to Sales
- Click on Invoices
You can perform the same action with your quotes, pro formas and all the other sales documents.
Adding notes and messages to your sales documents
- Select the invoice from the list
- Click on the Messages tab
- Write your note
- Select if you want it to be internal or not
- Click Send
Deleting the messages in your sales documents
Only internal notes can be deleted
- Select the invoice from the list
- Click on the Messages tab
- Open the three-dot menu (⋮) next to the message's author
- Select Delete
- Confirm the action