Notes & Replies

The ’Notes & Replies’ column for invoices in the Chaser Report displays the last five notes, replies or responses that are logged within 'Invoice History' on the relevant 'Invoice page'. From this screen you are also able to add new notes directly against an invoice or a customer.

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To add a new note simply select the plus icon against the line you wish and then you can create your note as standard. 

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The icons used in the preview include.

Screen_Shot_2017-03-10_at_4.46.02_pm.png Notes added by the user 

Screen_Shot_2017-03-10_at_4.47.01_pm.png Replies from the customer.

Screen_Shot_2017-03-14_at_11.21.23_am.png Responses to customers replies made by the sender.

To view any of the information simply hover your mouse over the relevant icon and you will receive a preview.

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If you have any questions we're always ready to help via [email protected] or you can check our Help Centre at any time.

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