Adding notes to your GoCanvas Billing Invoice helps improve clarity and communication.

Add an Invoice Note

Invoice Notes may be helpful for:

• Ensuring proper processing of your payments;
• Including necessary information for tax purposes;
• Adding directions to send the invoice to a different department within your company;
• Indicating that another person besides your Billing Contact needs to provide approval.

Navigate to the Billing page, following the instructions based on your Account View.

Core View

Without Departments With Departments

Expand the Account drop down in the left navigation and select Billing.

At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Billing.

Project View

Without Departments With Departments

Click your username at the bottom of the left navigation to expand the menu and select Billing.

At the top of the left navigation, expand the menu under the username indicating the current Department and switch to the All Department. Then expand the Account drop down in the left navigation and select Billing.

1. Scroll to the Invoice Notes section. 

2. Click Edit to add recurring invoice notes.

   

3. On the Invoice Notes screen, type the preferred information into the text box and then Save. 
4. Be sure to limit the number of characters, so as not to overflow the space on the invoice.

The notes will appear at the end of the right column on your invoice.