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Visit Notes

  • April 11, 2025
  • 2 replies
  • 66 views
A
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  • ajenn
  • Participating Frequently

Can visit notes show up on invoices? 

Best answer by baraica

Hello ​@ajenn - yes, just make sure to mark them public. 

2 replies

baraica
Community Manager
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  • baraicaCommunity Manager
  • Community Manager
  • Answer
  • April 11, 2025

Hello ​@ajenn - yes, just make sure to mark them public. 

Briz, Community Moderator
vladryabyy
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  • vladryabyy
  • Participating Frequently
  • April 13, 2025

We have recently started experimenting with this. It is also important to note that your invoice report layout needs the visit notes field added to it for the notes to show up!

Vlad Ryabyy
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