Add an Accounts Receivable Comment to an Invoice

Use the Accounts Receivable Comments dialog box to enter, review, edit, or delete comments for the client, invoice, client's projects, project's invoices, or credit memos related to the invoice. This dialog box displays all comments that have been entered for the client, including those that were entered in Vision.

The ability to add, edit, or delete comments is based on your role's access rights assigned in Vision Security.

To add, edit, or delete an accounts receivable comment, complete the following steps:

1. In Navigator, click and select Project Management.
2. Select a project.
3. Select the Invoices tab. The Invoices page displays.
4. Select an invoice and click the Comment button on the Invoices grid. The Accounts Receivable Comments dialog box displays with any existing comments listed in descending order by date.
   Note: Comments are not specific by invoice row. All comments display on the dialog box, regardless of the row that you were on when you clicked the Comment button.
5. When you select a comment row, the Row Tools button displays. Use the Row Tools options to insert new, copy existing, or delete comments from the Accounts Receivable Comments grid.

   Row Tools Function	Description
   Insert	Select Insert to insert a new row on the grid. This inserts a new row at the top of the grid with the Navigator project and the number of the invoice that was selected when the Accounts Receivable Comments dialog box was opened. Use the lookups to change these numbers as needed.
   Copy	Select Copy to copy the selected row. This inserts a new row on the grid and copies the Project, Invoice, and Credit Memo numbers from the original row, as well as the current date/timestamp and user name. Use the lookups to change these numbers as needed. Note that any associated comments are not copied to the new row. copies the project, invoice, and credit memo values from the original row. There may not be any if it was just a client level comment.
   Delete	Select Delete to delete the selected row from the grid.

6. Click Save.