Table of contents
- Getting Started
- Bookings
- Clients
- Invoicing
- Creating Invoices
- Modifying Invoices
- Updating Invoice Status
- Adding Internal Invoice Notes
- Viewing Invoice History
- Deleting Invoices
- Cloning Invoices
- Merging Invoices
- Printing Invoices
- Emailing Invoices
- Refunding Invoices
- Printing Receipts
- Emailing Receipts
- Quotations
- Online Payments
- Credit Notes
- Manage Invoice Settings
- Printing
- Searching
- Statistics
- Activity Tracker
- Messages, Notes, Watches, and Reminders
- MIDAS Admin Options
- Manage MIDAS
- Manage Appearance Settings
- Manage Booking Settings
- Manage Fields
- Manage Security Settings
- Manage Email Settings
- Manage Print Settings
- Manage Safety Settings
- Manage Invoice Settings
- Manage Database Settings
- Manage Templates
- Manage Public Settings
- Manage Scheduled Tasks
- Manage Miscellaneous Settings
- Check For Updates
- Manage Addons
- Keyboard Shortcuts
- Other Sources Of Support
- About MIDAS
MIDAS Documentation v4.37
Adding Internal Invoice Notes
You can add internal notes/comments to invoices within MIDAS, which will only be visible to MIDAS users who are able to view the invoice.
Internal notes do not appear on invoices themselves, and so are not visible to the client a given invoice is for.
MIDAS » Documentation » Adding Internal Invoice Notes Internal notes do not appear on invoices themselves, and so are not visible to the client a given invoice is for.
To add / update internal notes for an invoice:
- Select the icon in the main toolbar.
- Locate and view the invoice you wish to add/update internal notes for.
- When viewing the invoice click the "Internal Notes" icon from the Invoicing toolbar shown above the invoice.
- An "Internal Notes" editor will then be shown, allowing you to add/update internal notes currently associated with the selected invoice.
- Once finished, click the "Internal Invoice Notes" icon from the Invoicing toolbar again to hide the editor and save the internal invoice notes.
Tip: If you've enabled online payments for your invoices, then when your client pays it will also be noted in the Internal Notes for their invoice (in addition to being recorded in the Invoice History log)