Finance
Invoice and Credit Management
Adding notes against your invoices is a really good way to keep track of any issues and comments. You can add notes against specific invoiced items, or as a header note for the whole invoice.
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TABLE OF CONTENTS
How To
Whilst viewing an invoice...
- Select the Notes tab
- Use the Select reason drop-down to choose a category for your note
- Add the note in the available text field
- Use the drop-down showing with None to select the product the issue relates to (leave blank if adding a note against the whole invoice)
- Click the '+' button to save
You can also view and add notes that relate to a product by selecting the speech bubble icon within the Products tab:
Supplier Issues Tracking
Within Pi's Intelligence module, you can view the Supplier issues tracking report to see all your historical notes added within your invoices:
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