Adding Notes to Client Credit Notes

WorkGuru allows you to record notes on the client credit note that are available for other staff to view.   To add the note, click on the Notes tab of the credit note detail page.

Write a note in the text box provided and click Add Note. The note will then be displayed in a list organised by date. You can click the Delete button to remove the note.

You can add as many notes as required to the credit note.