Add notes to contract

Disclaimer

All screenshots in the article were taken in the Dutch version of Nmbrs Accounting.

In Nmbrs Accounting, you can create a contract to set up recurring invoices for a customer and send them automatically if required.

To create a new contract, complete the following steps:

• enter contract details (contact and contract details)
• enter invoice details (invoice information) of contract
• add one or more invoice lines (items) to contract
• if necessary, add additional information to contract
• if necessary, add payment details to contract (e.g. when paying an invoice via 'Direct debit' or 'Refund')
• if required, add an attachment to the contract (from your device or from the Archive in Nmbrs Accounting)
• if necessary, add notes to contract
• change, if necessary, sending method of recurirng invoice and/or customer email address
• save contract as a draft contract or a completed contract.

Access to new contract

You can create a contract from three places in Nmbrs Accounting:

• click on the Sales icon in the navigation bar
• click on Dashboard
• then, in the now-opened screen, click on the Create contract button.
  
  OR
  
  
• click on the Sales icon in the navigation bar
• click on Contracts
• then, in the now-opened screen, click on the Create contract button.
  
  OR
  
  
• click on the Contacts icon in the navigation bar
• click on Contacts
• open the relevant contact card
• in the now-opened screen, click on Sales invoices
• open a sales invoice created by Nmbrs Accounting
• Then click on the Generate contract button.

Add notes

Click on Extra to add notes, if needed.

The following screen is opened:

If necessary, you can add comments to the recurring invoice in the Comments field.

These notes are internal and therefore will not be shown on the recurring invoice.

Additional recurring invoice information

In addition to adding notes, you can also view the following details:

• Created: this field shows who originally created the recurring invoice, including the date and time of creation.
• Modified: here you can see who made the most recent changes to the recurring invoice and when they were made.

You’ll also find the (document) type and the invoice’s internal ID as recorded in Nmbrs Accounting.