All Documents have a Notes tab.
A Note lets you add free text as a note on a Document. Notes have a timestamp and an owner. This information is displayed along with the Note on the Notes tab on the Document.
To add a Note, select the Document first and then go to,
SALES > Sales Invoices > Select an Invoice
On the Notes tab, click Add new Note.
In the pop-up window, enter the note description and click Save .
You also have the option to edit and delete Notes in the Notes tab, if you are assigned to a role that has permission to edit and delete notes.
Setup Permissions on Notes
To setup permissions on Notes, go to:
SETUP > Configuration > General > Notes
You can set the following permissions on Notes to restrict editing and deletion:
- Only allow edit/delete by Owner.
- Only allow edit/delete by Administrator.