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Notes about invoices
I would like to be able to make notes about invoices. Beneath the invoice a short history is shown with the sending and reminding of the invoice.
But I sometimes call clients if the payment is overdue.
Would be nice to be able to add a note with date etc, of the call and what was discussed.
(+1) I agree with this. I often follow-up by phone or email (outside of harvest) and I need to log it.
What – your clients don’t pay on time???!!!
Seriously, in the current release, you would use the Send Reminder act from the Invoice dashboard to log the activity. I suppose your phone script would have to include something along the lines of “I’m just calling to tell you that I sent over a copy of my invoice in case you need it…”, etc.
Not exactly what your are looking for, but it’s there.
You can either use the “Send invoice” or “Send reminder” buttons, depending if the invoice is late or not and select only “Send me a copy” in the recipient list instead of your customer. Any message thus recorded will end up in the activity log. Optionally you can also include your customer as a follow up of the phone discussion.
Dee
