How Do I Add Memos to Invoices?

You can add project or billing related information to the invoices in the form of a memo. BillQuick Online allows you to add two memos to an invoice. For example, in one memo an IT firm might type, “Windows Server and Internet Information Server configurations handled by the new IT staff reduced the projected cost. These savings are reflected in the final bill.” and “Thank you for your business. We look forward to satisfying your technology needs in the future.” in the second memo.

To add a memo:

1. Open Invoice Review screen from the Billing menu.
2. Select the filters for viewing the desired invoices and then click Refresh.
3. Select an invoice on the grid by checking the box on the left.
4. Click Options and select Memo.
5. Type the desired notes in the First Memo or Second Memo.
6. Insert a date-time stamp to your memo by clicking .
7. When you have finished, click Save.