How do I add invoice notes from Zuora UI
Can you please guide me on how I can add invoice notes at a a)Customer b)Product level on an invoice from Zuora UI?
Re: How do I add invoice notes from Zuora UI
For example, if you would like the Account.Notes field display on the invoice, here are the steps:
1. Open the customer account, input the Notes you want:
2. Open the Invoice Template and add the merge field Account.Notes to the invoice.
3. Generate the invoice with the updated invoice template and the field should display in the invoice pdf file.