Use this subtask to enter notes about a specific customer and invoice.
Each comment about an invoice is sorted by a date that you enter next to the comment. You can print these comments out on the A/R aging report by specifying "Detail" and "Invoice Notes."
You can also enter the date that you expect the payment to be received.
Use this subtask whenever you need to enter notes about a specific customer and invoice.
This non-editable field displays the invoice number for the selected record from the main screen.
This non-editable field displays the customer account number for the selected record from the main screen.
This non-editable field displays the customer name for the selected record from the main screen.
Date *
Enter the reference date for this comment. Be aware that only the latest date will print on the A/R Aging Reports.
Enter the date the cash receipt is expected, i.e., when you expect to receive payment of the invoice.
Comments *
Enter a short note for the invoice. For example, you could record notes about a conversation with the customer.
This screen accesses the AR_NOTES_HS (AR Notes History) table.
* A red asterisk denotes a required field.