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2020-08-13
Enhance Your Workflow with Blend Comment Invoice Feature
The Blend Comment Invoice feature simplifies your invoicing process. This tool allows you to add comments directly to your invoices, making communication clearer and more effective. You can easily manage disputes, clarify charges, and provide context to your billing.
Key Features
Add comments directly on invoices for clarity
Track invoice discussions in one place
Improve communication between team members and clients
Customize comment sections for different clients
Access a clear history of comments for future reference
Potential Use Cases and Benefits
Resolve client queries about specific charges quickly
Document discussions and agreements related to invoices
Help team members stay informed on invoice statuses
Offer personalized interactions to enhance client relationships
Reduce misunderstandings that can lead to payment delays
In summary, the Blend Comment Invoice feature addresses common invoicing challenges. By allowing comments, it keeps communication streamlined and transparent. Your team can work collaboratively, leading to faster resolutions and happier clients. Experience smoother invoicing with this effective tool.
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What if I have more questions?
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How do I add a customer message in QuickBooks?
0:48 2:25 Suggested clip Create A Customer Message List — Free QuickBooks Tutorials YouTubeStart of suggested client of suggested clip Create A Customer Message List — Free QuickBooks Tutorials
How do I change invoice message in QuickBooks?
From the Menu, select Sales. In the Messages section, select the edit (pencil) icon. From the Sales form drop-down under Blind Copy (BCC) new invoices to address, select Invoices and other sales forms or Estimates and type the default message to customers. Select Save and Done.
How do I add a note in QuickBooks?
Go to Sales, then select Customers. Select your customer from the list, then select Edit. Select the Notes tab, then add the information in the field. Select Save.
How do I edit notes in QuickBooks?
On the Note tab, right-click on the pinned note then click Edit Selected Note. You can also use the Manage Notes button at the bottom, then select Add new or Edit Selected Note.
How do I view item notes in QuickBooks?
Go to the Inventory menu at the top. Select Inventory Center. Select the inventory item. Click the Notes section at the bottom and the notes will appear.
Are notes automatically pinned in QBO?
Here are the new features in the Notes tab within BOA: Your notes will be now automatically stamped with time and author. They can be viewed and edited by all team members who have access to that client. You can also pin a note that is important or permanent, so it is easy to get that information at a glance.
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