Reviewing and adding payment request notes
When you edit payment request line items, a note is created in the document.
- From the Documents for Review tab. , click the
-
Click the payment item
or the icon
.
- Click the Notes tab. The notes associated with the payment request are displayed.
- Review and add notes, as required.
- 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 . If you make modifications.
- click to save the modifications, if any.