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INVOICE NOTE TYPE
To add an Invoice Note Type, go to Settings > Lookup Tables > A/R Support Tables > Invoice Note Type
NOTE: For Careficient Agency Administrators, click here to learn more about the privileges for Invoice Note Type.
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ADD INVOICE NOTE TYPE
To add a new Invoice Note Type, click on the "Add Invoice Note Type” link
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Enter the required information and click "Add".
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EDIT INVOICE NOTE TYPE
To edit an Invoice Note Type, click on the edit pencil. You can also end an Invoice Note Type by adding an end date.
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Make your changes and click on the "Update" button.
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VIEW INVOICE NOTE TYPE
To view an Invoice Note Type, click on the magnifying glass
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The Preview Screen appears
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DELETE INVOICE NOTE TYPE
To delete an Invoice Note Type, click on the trash can
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