Add account notes
Account notes let you add information to an account. For example, you can use notes to record a summary of a conversation with a customer to help other operators manage the account.
Notes appear on the Notes page of an account and under the Account Balance panel. You can classify highlighted notes as notes or warnings.
- Note icon
- Warning icon
In addition to notes, you can also add collection notes to an account. Collection notes let you add notes about your progress in recovering the balance of the account's overdue invoices. Smile displays the latest collection note under the Account Balance panel. The Account Balance panel displays up to 3 notes or warnings and 1 collection note. All other collection notes are displayed on the Notes page. You can classify collection notes as a note or warning.
This task explains how to add a note, warning or collection note to an account.