Adding Notes from the Invoices Screen

Procedure

You can select multiple invoices and add a single note that is associated with each of the selected invoices. Or, you can add a note and associate it with only one invoice.

To add invoice notes from the Invoices screen:

1. Search for an invoice. How?

2. In the Search Results section, select one or more invoices for which you want to add a note by clicking the check box in the row for the selected invoice.

3. To add a note to an invoice, click the note icon in the row for any of the selected invoices.
   The Invoice Notes pop-up screen appears.

Note: The note icon is gray if no notes have been added for the invoice, and yellow if the invoice already has a note.

4. In the Add Note section of the window, add the text for your note. If your administrator has defined Auto Text for notes, click Auto Text and select the pre-defined text from the list. You can modify the pre-defined text if needed.

Note: When you save the note, it is automatically time-stamped and indicates you are the author, so there is no need to enter this information.

5. Do one of the following:

• If you selected a single invoice, click Save.

• If you selected multiple invoices, click Copy To All to copy the note to all selected invoices.

The note icon turns yellow in the rows for the invoices, indicating that the invoices have a note.  The note also appears in:

• The Notes section of the Invoice details screen.

• The Collection Activity screen when there is an action item for the invoice in your work queue.