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rgerger
Level 2

Making the Notes field on the AR Aging report visible.

We use Enterprise.

 

I have customized the AR Aging Detail Report to include Notes, however the field is not showing the notes.  

I've added notes to the Notes section of the Invoice Customer and Transaction section to the right of the Invoice, and also to the Customer Message at the bottom left of the Invoice.  I do not want the customer to see our notes, but I do want the AR Aging Detail report to show the notes so that they will appear on Excel files so that our sales team can see the collection history.  How do I get the Notes to show on the AR Aging Detail Report.

 

This note is in both the Customer and Transaction tab of the invoice.

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