You can now view the most recent note for each invoice directly in your invoice table. This helps you quickly understand the latest updates or customer interactions without opening every record individually.
How It Works
Go to your Invoices view
From the main menu, open the Invoices section.
Open Filters & Columns
In the top right corner of your invoice table, select Filters & Columns.
Enable the “Latest note” column
Under the Columns tab, find and tick Latest note. This will add a new column to your invoice table showing the most recent note for each invoice.
View the latest note directly in the table
Once enabled, the Latest note column displays the most recent note entered for each invoice, so you can quickly see key updates at a glance.
Create a new note from the same view (optional)
If you need to add a new note, click the … (more options) button next to the relevant invoice and select Create Note. This allows you to update the invoice record without navigating away from the table.
