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XTRF Home Portal Modules

Notes tab (Vendor invoice)

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

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  • Notes for Vendor will be displayed on the invoice.

  • In the Notes from Vendor you will see the notes added in the Vendor Portal.

  • Payment Note and Internal Notes will be only visible to Home Portal users, in the Payment Note and Internal Notes columns on the invoice-related Smart views.

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