You can make notes on fees and set reminders and alerts for specific employees. These notes are internal only.
From within the fee, on the far-right hand side click on the speech icon to open notes.
You can enter your note using relevant formatting if required and click Save Note.
Once saved click on the ‘New Alert’ button for the relevant note to open the alert screen.
Then complete up to 2 alerts, utilising the Follow Up and Reminder options. This will set an alert for you, and you can also add others to receive the alert in the Link Employees area.
The alert will be delivered via the Bell icon on your site, and if enabled by the relevant Notes Business Process Alert email.
You can see which invoices have notes from final column in the Billing screen. You can also view the note from here (without having to navigate into the fee)
