Invoice: Note Tab
You can choose from three notes to include at the bottom of the invoice when creating it from the Note tab, or pre-define beforehand and individually customize the Standard Notes from Preferences.
To add directly to the invoice, from the Note tab toolbar, click 
then select a field. The field information will appear with the information currently stored on the profile.
The following fields can be added:
- Account Balance: Displays the account balance before the current invoice was created.
- Address: Includes Street 1, Street 2, City, State/Province, and Zip/Postcode
- Best Time To Call: Options include Anytime, Morning, Afternoon, or Evening.
- Email: Displays the Email 1 field.
- First Name: Displays the First Name.
- Last Name: Displays the Last Name.
- Name: Displays both the First and Last Names.
- Phone: All: Displays the Home, Mobile, Other, and Work phone numbers.
- Phone: Home: Displays the Home phone number.
- Phone: Mobile: Displays the Mobile phone number.
- Phone: Other: Displays the Other phone number.
- Phone: Work: Displays the Work phone number.
- Reward Currency: Displays the Rewards currency balance before the current invoice was created.
- Reward Points: Displays the Rewards Points balance before the current invoice was created.
- User Code 1: Displays the information from the User Code 1 field.
- User Code 2: Displays the information from the User Code 2 field.
- User Code 3: Displays the information from the User Code 3 field.
- User Code 4: Displays the information from the User Code 4 field.
- User Code 5: Displays the information from the User Code 5 field.