There are many times that you are calling your customer or talking with them while on the job and  you want to capture those notes *and* share them with the customer.  This is good documentation and keeps the job more transparent.

Here's how:

  1. Go to Settings > Document Settings > Invoice
  2. Check [Show job notes]


3. Now, go to your job and add your notes to the Notes section of the job
4. And don't forget to check box to [Share this note with the customer in the Customer Center]

It's that easy!

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