This article will explain how to add Notes to A/R Invoices that will show on A/R Reports exported to Excel and stay with the Invoice all the way through to History after the Item has been purged from Open status. These are accessed in the Customer Status Inquiry module. When you first enter this module, you will see an option at the very bottom as follows: Add Notes to All Invoices. This will add the same Note to all open Invoices on the Customer's Account. To add Notes to a specific Invoice, click on the Invoice line in the screen and new options will appear at the bottom of the screen as follows:
You will then type applicable Notes for the Invoice. Be sure to Save Page prior to hitting Exit.