How to Add a Note to an Existing Invoice

This guide will walk you through the process of adding a note to an existing invoice in Pabau, helping you capture important details for better clarity and record-keeping.

Step 1: Navigate to Invoices

To begin, log into your Pabau account. You have two options for accessing invoices: 

• From the client card: Open the client card, then navigate to the Financials tab.
• From there, select the invoice you wish to add a note to.

From the Invoices page: Alternatively, you can access invoices directly from the left sidebar menu. Click on Money, then choose Invoices to view all your active invoices.

Step 2: Open the Invoice

Once you’ve located the invoice you want to add a note to, click on it to open the full details of the invoice. This will bring you to the invoice editing modal, where you can make changes and add notes.

Step 3: Add Your Note

In the invoice details page, scroll down (if needed) until you find the Invoice Notes field under the Details tab. In this field, you can type any comments or important notes related to the invoice. This is useful for adding extra details, reminders, or any specific instructions for the client or your team.

Step 4: Save Changes

Once you've entered your note, make sure to save your changes. Click on the "Save Changes" button in the top-right corner of the page. Your note will now be securely added to the invoice and will be visible for future reference.

By following these steps, your note has been added to the invoice, helping you stay organized and maintain clear records.