I have played around with multiple reports, I just went through your info on Targets and Sources, I tried using the Customer/Defined Fields in the Customer Center, and I still cannot figure this out - I cannot get my notes for a customer (or notes for a customer invoice) to show up on any report.  The notes show up in the customer center and in the notes on the invoice, but not on a report. 

Can someone just instruct me how to save internal notes so that they show up on a Customer report, where the customer can't see the notes, and we internally can constantly add/delete the notes?  Ideally I would love to see it in the AR Aging Detail report, but any report would work at this point.  Or if this is not possible please let me know.