Edition: Professional, Business, Enterprise
User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator
Previous steps: Invoice debtor notes overview
How to hide debtor notes after the debt collection tasks have been completed.
Hiding a debtor note is actually changing the status of the note from Active to Inactive. To set a debtor note too inactive:
Open the invoice that the debtor note is attached to.
Click on the debtor note row to open the item.
Uncheck the 'active' box and save.
The open invoice refreshes and the item has been removed.
Tips!
Debtor notes are also stored as notes on the project itself. So, if you need to reactivate one, you can do so from the notes list on the project.
Where to next?
What other features does this relate to?