Record and View Notes on Dues and Fees

Annotate an individual invoice with notes about payment details or any other matters that you need to record.

1. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “Dues and Fees” tab.
3. In the “DUES and FEES” window that opens, locate the item you want to review and click on the “View Summary” icon (blue magnifying glass) in the “ACTIONS” column.
4. In the summary window that opens, click on the “Invoice Notes” icon (blue notebook) in the “ACTIONS” column.
5. In the “INVOICE NOTES” window that opens, record your information. To enlarge the text area of the window, click and drag its lower right corner.
6. Click on the “Save” button to add your comments.
• To exit the process without adding notes, press the “Esc” key, or click on the “X” in the top right corner of the window.