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Adding an invoice note

Learn how to add an invoice note to each company file to segment clients for billing purposes.

Updated over a week ago

'Invoice Notes' are useful for segmenting which clients / companies are associated with each office, in a shared Fathom organisation.ย 

To add an invoice note, follow these steps:ย 

  1. From the Home screen, click the Company Settings icon (or 'Company Settings' tile if you have just one company).

  2. Click 'Edit' next to the Invoice Note field

  3. Add a note (eg. Brisbane, Melbourne, Sydney) & save changes

๐Ÿ“ Note: The invoice notes have a 50 character limit.

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