Internal Notes for a Project

You can enter notes about a project or an invoice on the General tab of the Interactive Billing form. Notes do not appear on the invoice, they are for your reference only.

You can use the Notes field to enter the following types of comments:

• The backup reports that should accompany the invoice.
• The project's billable/non-billable expenses.
• The reports the project manager likes to receive with draft invoices.
• The frequency with which invoices are sent out (for example, bi-monthly, monthly).

You can also enter notes on the General tab of the project's Billing Terms form. If you enter notes on a project's Billing Terms form, they appear in the Notes field on the General tab of Interactive Billing.