Overview
Notes let you attach additional context and information to key records in Beeswax. You can add notes to Projects, Quotes, Invoices, and Expenses to keep important details alongside the records they relate to.
Project Notes
Projects can have multiple notes attached to them. Use project notes to record meeting minutes, client feedback, scope changes, or any other information relevant to the project.
Project access and the note's privacy settings determine who can read it. Clients can read notes allowed by the note visibility rules; making a project visible does not make every private note visible. Review the note's client visibility before sharing sensitive information.
Document Notes
Quotes, Invoices, and Expenses each support their own notes. These are specific to the individual document and are useful for recording:
- Internal context about why a quote was structured a certain way
- Notes about invoice payment arrangements
- Details about an expense that may not be obvious from the line items
Note: Notes can be positioned either at the top or the bottom of an Invoice or Quote. This can be set in the Account Settings -> Theme Settings