Adding a Billing Note to Items
You may use the billing note field to add a note to certain items for billing purposes and include it on invoices and estimates (as well as proposals, contracts, addendums). For example, you may charge more for items added to events at the last minute - you can use the billing note to explain the difference in price. Billing notes are not included in event orders.
To add a billing note to an item:
- Go to the event details page and then to the Detailing tab.
- Click on the name of the function or Event-Wide Details to open the details slider.
- In the details slider, click the item to edit it.
If the item hasn't been added to the function yet, click the add icon by the category or department header to add the item. See this article for step-by-step instructions.
- Add your note to the Billing Note field at the bottom of the slider and click Save.
If you've already created your document, you'll need to regenerate it to have the note appear. If you regenerate it and it still doesn't appear, please contact our Client Success team so we can make sure the field is included in your document template.