Creating Notes

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

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

To create a new note, click on the  button.

Add the note 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 Attachment section

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

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 active - clicking on it will delete the note.