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Add an invoice note
Add an invoice note

Segment clients in your invoice for billing purposes

Updated over 3 weeks ago

This feature is included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can be upgraded to Fathom Pro at any time.

Invoice notes are helpful for segmenting which clients/companies are associated with each office in a shared Fathom organisation. 

❗Notice:  You will need to contact our Support Team via messenger or email support@fathomhq.com to enable the Excel invoice report for your account. Once it's enabled, you can begin using invoice notes.

To add an invoice note:

  1. From the 'My Companies' page, click the Cog/Gear icon to access a company's Settings
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  2. Go to Company Profile
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  3. Click Edit next to the Invoice Note field
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  4. Add a note (eg. Brisbane, Melbourne, Sydney)
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  5. Save changes
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    📝 Note: The invoice notes have a 50-character limit

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