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Customer Invoice Notes Import from Excel

Currently, the excel add0n has templates for customer notes and job notes but nothing for notes to add into a specific invoice number. The only way to add remarks is when initially created or going to the invoice and adding a note manually.

  • Guest
  • Jun 2 2022
Company Mountain F Enterprises
Job Title / Role Accounts Receivable Supervisor
I need it... 12 months
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  • Guest commented
    June 06, 2022 15:51

    this would be great as they show on your aging report, it is very tedious while working on collections to add one at a time per invoice!!

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