I’ve got some information for you about adding non-posting notes to transactions, Charley.
Adding a non-posting or non-financial note to a transaction is a good idea. However, this isn’t possible in QuickBooks. No worries, you can use the Feedback option to send this matter straight to our Product Development team.
Here’s how:
- Open QuickBooks.
- Go to the Help menu.
- Select Send Feedback Online.
If you'd like to add specific information to your invoices, check out this article for complete instructions: Use and customize form templates.
Moreover, QuickBooks offers ways to create a template for regular transactions and make customers' payments organized and connected from start to finish. For more details, see these resources:
If you have any other questions or concerns about managing your sales transactions, just let me know. I'm available here to help at any time. Always take care!
