Add Notes to Invoices
Kilo has released a powerful new enhancement to its invoicing system: Owners and staff can now add custom notes to invoices, providing more context, clarity, and communication with Athletes.
Whether it’s a personalized message, a breakdown of services, or a special reminder, staff and owners can now include important information directly on the invoice. This added flexibility improves transparency and ensures that all parties stay on the same page.
In addition, when an Athlete requests a copy of their invoice via the Athlete app, they will receive an email that includes both the invoice and any notes added by staff or owners. This feature ensures that Athletes receive a clear and comprehensive record of their charges and any relevant communication in one convenient email.
Important note: these notes are client facing. Invoice notes will be visible at the bottom of athlete invoices when they email themselves a copy.
How to Add Notes to an Invoice
- Log in to your admin/staff account via the app.usekilo.com.
- Navigate to the Invoices section.
- Click on the blue action button next to the invoice you wish to update.
- Click Edit.
- Click on the Notes tab (located at the top, next to Info).
- Click into the notes field and type your message – you can include context, reminders, or any relevant information for the Athlete.
- Click Save to apply the changes.
- If the Athlete requests a copy of the invoice via the Athlete App, they will receive an email that includes both the invoice and your notes.
For more information or to get started with Invoice Notes, email our Support Team at hello@usekilo.com