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XTRF Home Portal Modules

Notes tab (Client invoice)

In this tab, you can add notes about the current invoice.

Notes.png

  • Notes for Client will be displayed on the invoice.

  • Payment Note will be visible only to the Home Portal users in the Payment Note column on the invoice-related Smart views. The system will automatically record in this field the date of sending the payment reminder or marking the invoice as irrecoverable.

  • Internal Notes will be visible only to the Home Portal users in the Internal Notes column on the invoice-related Smart views.

For details of how to add columns to the views, see the Create a new Smart view article.