'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:
- From the 'My Companies' screen, click the setup icon
- Go to 'Step 2: Company Profile'
- Click 'Edit' next to the Invoice Note field
- Add a note (i.e Brisbane, Melbourne, Sydney) & save changes