Invoice notes appear on the customer’s invoice, including the invoice PDF. Use them for information the customer should see. Internal or check-in job notes are separate.
In Workshop on the web
Open the invoice. For an invoice attached to a job, open the job card and choose the Invoice tab.
Find the Notes section and choose Edit Notes.
Enter or change the note, then choose Save Notes.
Wait for the success message and check the saved note on the invoice.
If you change the text and then choose Close, click outside the dialog or press Escape, Workshop also attempts to save before closing. If saving fails, the dialog stays open with your text so you can retry. Leaving the page or closing the browser is not the same as closing the notes dialog.
In the Workshop mobile app
Open a standalone invoice, or open a job and its invoice section.
Find Invoice notes and tap Edit Notes.
Enter or change the note, then tap Save Notes.
You can edit invoice notes before or after the invoice is completed. The mobile editor needs an online connection to save. If a save fails, your draft stays in the editor so you can retry. Closing the mobile editor without saving cancels the draft.
Remove a note
Open Edit Notes, delete the text and choose Save Notes. Saving an empty note clears the previous note.
Check the customer’s invoice
Reopen the invoice to check the saved note. Download a fresh PDF after making a change; a PDF you downloaded earlier keeps its previous contents.
If a note is missing, check that you edited the intended invoice and that saving succeeded. Contact Support with the invoice, the app or browser you used and any error message if it still does not match.