How can we help you?
Making project notes
You can makes notes specific to a whole project rather than a session.
By default these don’t appear on invoices but if you add the field [Projectnotes] to your template, they’ll appear.
Project notes are synced between all devices in both cloud and wifi sync.
If you share a project, the project notes are available to the whole team.
Mac/PC:
Click on the PROJECT tab. Click a project. Click pencil icon in the upper right.
iPhone/iPad
Tap Projects. Tap Edit. Tap a Project. Tap Project Notes.