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How to add notes to an invoice?

Problem Statement

How do I add custom comments to an invoice? Can I add notes to invoices that are already generated?

Solution

Invoice notes can be added at four levels: site-wide, customer-specific, subscription-specific, or invoice-specific. Notes are applied when the invoice is first generated. You cannot add notes to an invoice that has already been generated or that is not in the current term.

Note:

To show recently updated notes on the current invoice, you can regenerate the invoice.

Steps to Set It Up

Site-wide notes

  1. Go to Settings > Configure Chargebee > Invoices, credit notes, and quotes > Invoices tab
  2. Open Invoice Notes > Add
  3. Enter the notes (shown on PDF invoices; HTML is supported)
  4. Click Apply changes

Customer or subscription-specific notes

  1. Go to Subscriptions or Customers and open the record
  2. Scroll to Invoice Note > Add Note

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