Reviewing and adding payment request notes

When you edit payment request line items, a note is created in the document.

  1. From the Inbox, click the Documents for Review tab.
  2. Click the payment item or the icon .
  3. Click the Notes tab. The notes associated with the payment request are displayed.
  4. Review and add notes, as required.
  5. Optionally, to review the item details, click the item. The details for the item are displayed in the item details window. To add a note for this item, click Add Note. If you make modifications.
  6. click Save to save the modifications, if any.