Memo Notes for your Receivable Accounts

Communications with your customers.

In your Accounts Receivable module, there is a useful feature on the Communications tab that allows you to maintain a record of memos between you and your customers.

To use this feature:

1. Go to Receivables > Receivable Accounts and select the Receivable Account you want.

2. Click the Communications tab.

3. On the right-hand side of the screen:

   • Memo Summary: Add a brief title for the memo.
   • Text: Enter your memo notes.

4. Click Add Memo to save your new memo.

To search for memos for this Receivable Account, you can filter by date range, keyword and you can also select to see Memos only, by selecting Memos from the dropdown list for the Communication Type field.

This feature helps you to record and manage communications related to your customer.

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