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Adding an invoice note
Adding an invoice note

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

Samantha McGanney avatar
Written by Samantha McGanney
Updated over a week ago

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

To add an invoice note, follow these steps: 

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

  2. Go to 'Step 2: Company Profile'

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

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

📝 Note: The invoice notes have a 50 character limit.

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