You can add notes to your GoCanvas Billing Invoice from your account homepage. Company Admins may want to add notes to include a purchase order number to ensure proper processing of your payments.
Some other examples where you would want to add Invoice Notes:
- Include necessary information for tax purposes,
- Add directions to send the invoice to a different department within your company,
- Indicate that another person besides your Billing Contact needs to provide approval.
Please note that any updates made to the Invoice Notes section will not appear until the next invoice has been generated. If you need different notes on your next invoice, be sure to manually change the Invoice Notes section before you purchase additional seats or before your next billing cycle occurs.
To add notes, navigate to Account>Billing and scroll to the Invoice History section. Click Edit to add recurring invoice notes:
On the Invoice Notes screen, type the preferred information into the text box and then hit Save. Be sure to limit the number of characters, so as not to overflow the space on the invoice:
The notes will appear on the upper right section of your invoice: