Viewing Notes for Invoices

Procedure

To view notes for invoices:

1. Access the collection activities. How?

2. If you are in the Distinct customer action items view, select either All or Latest action item per invoice from the Action Item View list and click Search. You cannot view notes for invoices when you are in the Distinct customer action item view.

3. Click the yellow note indicator in the row for an action item. When an invoice has a note entered for it, the note indicator is yellow.  
   The Invoice Notes pop-up screen displays all notes entered for the invoice, including notes entered from the Invoices screen, the Collection Activity screen, and the Follow-up screen when the Invoice option button is selected. The note could also be sent through the interface for the invoice.