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

Use the AR Comments dialog box in the Invoices application to view, edit, copy, or delete AR comments for posted invoices, credit memos, and past or present billing clients for a project.

About the AR Comments grid and grid filter on the AR Comments dialog box:

• Each time that you open the AR Comments dialog box, the AR Comments grid is automatically filtered to show you the comment rows for the invoice that you selected on the Invoices form. To remove the invoice filter and display AR comments for all posted invoices and all current and past billing clients for the project you selected on the Invoices form: In the filter row at the top of the grid, click X beside the invoice number in the Invoice field. To review AR comments for a specific billing client, enter that client in the Billing Client field in the grid filter row.
• Each row in the AR Comments grid is for a separate AR comment.
• When you change the prefilled information in a row, select the project first. The Invoice field is enabled only after you select a project.
• The entry in the Comment Entry text box applies for the row in the AR Comments grid that you have selected (highlighted).

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

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

1. In the Navigation pane, select Hubs > Projects > Invoices.
2. At the top of the Invoices form, enter either a complete or partial name or number in the Find project lookup field to find and select the project for which you want to view, edit, copy, or delete AR comments.
3. In the Invoices grid, hover over the invoice or credit memo with a comment that you want to view, edit, copy, or delete, click at the end of the row, and select AR Comments.
   If you want to view, edit, copy, or delete a comment for a project's billing client and not for a specific invoice, you still must select an invoice first. In this case, it doesn't matter which invoice you select.
4. On the AR Comments dialog box, do any of the following:
   • To view a comment, hover over the comment in the AR Comments grid. The comment displays 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 the 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 needed, make changes to the information that prefills in the new row, and enter the comment in the 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. On the confirmation dialog box, click Delete.
5. Click Save.