Summary
Learn how to add a note to an invoice and optionally apply it to future invoices for the same property.
This article covers:
About invoice notes
Invoice Notes let you add property-specific context directly on an invoice.
These notes are useful for internal reminders (for example, “Tenant requested after-hours work” or “Check landlord approval before paying”).
Key behaviour:
Notes are unique to the property (not just the supplier)
If enabled, the same note can reappear on future invoices uploaded for that property
Notes are intended for internal use and do not sync back into your property management software
Note: The invoice Notes feature is available on Invoice Automate Premium plans only and is not supported in Invoice Automate Lite.
Where to find the notes field
You can add or view notes while reviewing an invoice.
In Invoice Automate > Open an invoice (for example, from your invoice list or issues queue)
In the invoice screen, locate the Property Details panel
Find the Note field (it displays a text box once clicked)
Add a note to an invoice (one‑off)
Use this when the note is only relevant for the current invoice.
Open the invoice you want to annotate
In Property Details, click into the Note field
Type your note
Leave Apply for future invoices unticked (if you only want it on this invoice)
Select Save
Note: If your note includes internal context (e.g., approval history), keep it concise so it’s easy to scan during review.
Apply the note to future invoices for the same property
Use this option to ensure the note automatically reappears when a new invoice is uploaded for that property.
Open an invoice for the relevant property
In Property Details, click into the Note field
Type your note
Tick Apply for future invoices
(Optional) Tag a team member:
Use @name to highlight a note for a teammate
Select Save
The note will appear on future invoices uploaded for that same property, helping your team keep consistent context over time.
Edit or remove an existing note
Invoice notes can be updated as property circumstances change.
Open any invoice for the property
In Property Details, update the text in the Note field (or delete it)
If the note should no longer carry forward, untick Apply for future invoices
Select Save