Customer Portal - Add Comments to Invoices

1. Navigate to "Open Invoices"

   You can quickly add comments to invoices in the Customer Portal by navigating to the "Open Invoices" section. In order to add comments to open invoices you will need the "Accounts Payable" permission.

   

2. Click the "Comments" icon

   Next, click the "Comments" icon on the invoice you wish to leave a comment.

   

3. Enter your Comment

   Then, enter your comment in the "Comment" dialog box.

   

4. Click "Add"

   Click the "Add" button to submit your comment and attach it to the selected invoice.

   

5. Comment has been Saved

   The comment has been saved with a date/time stamp and will also be visible to your sales rep.

   

6. Close the Dialog Box

   Click the "x" to close the dialog box and return to the grid view.