Add New Notes to Subscriptions

Use the Agreement tab under the Subscriptions submodule to add a new note to selected subscriptions.

To use the Subscriptions submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To add a new note to a subscription:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company to which you want to add subscription notes.
  3. In the left pane of the Finance & Administration screen, click Debtors > Subscriptions.
  4. Click the List tab and highlight the subscription that you want to add a note to.
  5. Click the Agreement tab.
  6. Click the Notes tab and click Add note .
  7. You can edit the Notes field by double-clicking on it.