Sticky Note on customer Invoice
I would like to request a feature that allows us to attach "sticky notes" to individual customer profiles.
My goal is for these notes to be visible on the invoice page whenever I am inputting a new invoice for a particular customer. This would be incredibly helpful for quickly referencing important information such as pricing agreements, payment terms, delivery instructions, or any other relevant details specific to that customer.
Having these notes automatically appear when I open a new invoice for a customer would streamline our workflow and ensure we have all necessary information at a glance.
Thank you for considering this request.
Bernard Colgan
shared this idea
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Jennifer Green
commented
I’ve wanted something like this too, and the closest workaround I use is dropping a short note in the customer’s internal notes field, then opening their profile in a second tab while I work on invoices. It’s not pretty, but it keeps me from mixing up special pricing. A small pop-up or sticky note on the invoice screen would save so many clicks and brain cells.