We've added a helpful feature to make managing invoices easier—Invoice Notes. This allows you to add important details directly to your invoices and choose where they appear.
Here's how it works:
- Look for the sticky note icon next to each invoice in the Billing & Payments page.
- Click the icon to open a pop-up where you can add your note.
- Choose where the note appears:
- Payment Note – for internal system use only.
- Invoice Header – displays at the top of the invoice.
- Invoice Footer – displays at the bottom of the invoice.
You can format notes with different fonts, sizes, and colors.
Remember: notes must be added to each invoice individually—they won't carry over automatically
👉 Watch this quick training video for a full walkthrough: Invoice Notes Video
If you have any questions or need support, please contact us at support@realcoreapps.com.
Angelo Updates
With our refreshed user interface, the system calendar is now more intuitive and visually appealing than ever!
The new color-coding makes it easy to spot important items at a glance, helping agents and admins stay organized with less effort.
You'll still have the option to toggle between Calendar View and List View, but now you can also choose from:
- Month View
- Week View
- Day View
- Year View