Add Note at Link4

Add Note at Link4

Overview

The Add Note feature is available for Link4 users to add internal notes or invoice-related details directly within Link4 for reference purposes when you open a transaction to view the details.

How Add Note Works

  • Users can enter any relevant notes related to an invoice.

  • Notes are intended for internal use only.

  • The information entered is stored and displayed within Link4.

Important Notes

  • Notes are not sent to customers.

  • Notes are not synced to the connected Cloud Accounting software or ERP system.

  • Only users with access to Link4 can add or view these notes.

Use Cases

  • Adding internal comments or reminders

  • Recording invoice context for team reference

  • Documenting follow-up or exception details

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