Open/Amend 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 opening and amending a Creditors note but the functionality is the same for other types of notes.

To open a note click on the link in the Note column:

And the note will be displayed:

On this form you can amend the message by clicking in the Message box

You can delete the note by clicking on the  button

If the Set Reminder option is selected, you can make changes to the Reminder options.  This is further detailed in the Reminders section.

You can add a new attachment by clicking on the  button (as detailed in the Attachments section) or remove any attachment by clicking on the Attachment tab on the Grid at the bottom of the screen and clicking on the  button on the left hand side of the Grid.