View/Add/Edit/Delete an Accounts Receivable Comment

Use the Accounts Receivable Comments dialog box to view, add, edit, or delete AR comments for the client, invoice, client's projects, invoices for the project, or credit memos related to the invoice. This dialog box displays all comments that have been entered for the client.

You can add, edit, or delete comments only if your security role has update access rights for AR comments.

To view, add, edit, or delete an accounts receivable comment:

1. In the Projects hub, select the project for which you want to view, add, edit, or delete invoice comments.
2. Click the Invoices tab.
3. Click on or hover over any grid row, and click at the end of the row.
4. Select Accounts Receivable Comments from the drop-down. DPS displays the Accounts Receivable Comments dialog box.
5. Do any of the following:
   • To add a row and enter a new comment, click + Add Comment, change the default information on that row as necessary, and enter the comment in Comment Entry.
   • To create a new comment by copying an existing comment row, hover over or click the row for the existing comment, click at the end of the row, and click Copy. As necessary, make changes to the default information on the new row, and enter the comment in Comment Entry.
   • To delete a comment, hover over or click the row for the comment, click at the end of the row, and click Delete.
6. Click Save.