What Are “Private Notes”?

Private notes let you add internal comments that are visible only to you, not to your client.

To use them:

1. When editing an invoice or estimate, scroll to the bottom.

2. Tap the Private Notes field and type your note.

3. This text will not appear in the Invoice PDF.

Use it to:

• Add reminders or context for yourself.

• Keep track of client preferences or project details.

• Note things like delivery status or internal decisions.