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Add Notes to a Subscription

You can add notes to a subscription if necessary. Before doing so, ensure that you have first enabled this feature, as explained in Enable Notes in Subscriptions.

To add notes to a subscription

  1. Click Accounting, Account Management.
  2. Click the account name for which you want to add notes.
  3. Click the Subscriptions tab.
  4. Click the Existing Subscriptions button.
  5. Locate the subscription for which you want to add notes.
  6. Click Notes.

    The Notes window appears, enabling you to add notes.

  7. Click Save Notes.

The notes are added to the selected subscription for the selected account.