View, Add, Edit, or Delete an Accounts Receivable Comment

Use the AR 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 Navigation pane, select Hubs > Projects > Invoices.
2. On the Invoices form, select the project for which you want to view, add, edit, or delete invoice comments.
3. In the Invoices grid that displays all the invoices for the project, hover over the desired invoice's row, click at the end of the row, and select AR Comments.
4. On the AR Comments dialog box, do any of the following:
   • To add a new comment, click + Add Comment to add a new row for the comment. Change the default information on that row as necessary, and enter the comment in the Comment Entry text box below the grid.
   • To edit a comment, click the row for the existing comment and then edit the comment in Comment Entry text box.
   • 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 text box.
   • To delete a comment, hover over or click the row for the comment, click at the end of the row, and click Delete.

     In response to the confirmation prompt, click Delete.

5. Click Save.