Private Note. Not visible on the PDF / printout.

In InvoiceOcean, you can add notes to documents that will not be visible on the document printout. However, they will be visible on the document preview and may also be visible in the overview of all invoices (Invoices or Revenues tab). To add a Private note to a document, expand the See more options at the bottom of the page during document creation/editing. After expanding the additional options, additional fields will appear, as shown in the screenshot below.

The data entered in the Private Note (not visible on the printout) field will be visible after saving when accessing the preview of the respective document. They can be found below the invoice view, above the 'Document activity' section. An example is shown in the screenshot below.

The beginning of the private note may also be visible in the overview of all documents. To make the column 'PRIVATE NOTE (NOT VISIBLE ON THE PRINTOUT)' visible in the Invoices / Revenues / Expenses tab, you need to activate it in the Customize column display menu. Instructions can be found in the Customize Column Display article