Table of contents:
Accounts payable
You can add comments to your accounts payable to provide important information to other Banqup users or your accountant.
When a comment has been added, it appears under the comments menu. You can tell comments have been added from your in-progress list thanks to the following icon
next to the invoice.
Accounts receivable
There are 2 types of comments on accounts receivable:
Internal comments (which you can also choose to share with your accountant)
Comments that appear on the invoices sent to your customers (when these invoices are created with Banqup's DIY tool)
Internal comments work just like the comments of an account payable.
To add a comment visible to your customer:
You can add a standard comment, meaning it will appear on all outgoing invoices created with Banqup's DIY invoice creation tool. To set this up, go to:
Settings
Outbound
Create invoices online
Default comment on all invoices
When creating outgoing invoices, you can also add comments on individual invoices
No matter which method you use, the comment will be displayed as follows on your customer's invoice:
