Creating Notes

Various types of notes can be added within the Debtors module, for example, Debtors notes, Invoice notes, Credit Note notes and Payment notes.  This is further detailed in the Notes section.

The example below is for a Debtors note but the functionality is the same for creating other types of notes.

To create a new Debtor note, click on the  button:

Add the message to the Message box.  

Further options on this form include:

• Set a Reminder:  This is further detailed in the Reminders section
• Add an Attachment:  This is further detailed in the Attachments section

Once you have added your note, included a Reminder and/or added an attachment, click on the  button:

As the note has now been created, you can make further changes to this screen, including amending Reminder details and attaching further files - selecting the  button will save the changes.

The  button is also now enabled - clicking on it will delete the note.