As an administrator, you can create notes while managing a search that appear on the invoice that you can generate for a client. This way, you can add explanations or clarifications of particular items so clients see them as they review their invoice. These notes are tied to specific searches and appear when viewing or printing the detailed invoice for a client.
Creating an invoice note
Use the Report Finder or a Pending Report to bring up the search you wish to add a note for, and click Create Note.
Enter an administrative note exactly as you want it to appear on the invoice, and make sure to check Invoice Note.
Save the note by clicking Save Notes at the bottom.
Viewing the note on the invoice
If necessary, generate the invoice for the client in question from Accounting > Invoice Clients. (If the invoice already exists, you can skip this step.)
Bring up the invoice from Accounting > View Client Invoices, and view the detailed version of the invoice by clicking View Detail from the invoice summary.
The note will be shown in italics below the corresponding search.