This article covers
How to add custom comments to an invoice?
Can I add notes to already generated invoices?
In Chargebee, invoice notes can be added at multiple levels.
Site-wide - to all invoices under the site
Customer-specific - to all invoices specific to a customer
Subscription-specific - to all invoices under a subscription
Invoice-specific - to individual invoices
Invoice notes will be added when the invoice is generated for the 1st time. It is not possible to add a note to an Invoice that is already generated or not in the current term.
Tip: You can regenerate the invoice, for recently updated notes to populate in the current invoice.
To add notes at the site level
Go to Chargebee Dashboard,
> Configure Chargebee
> Invoices, credit notes, and quotes
> Click Invoices tab
> Navigate to Invoice Notes
> Click Add
> Enter the notes you wish to display on all your future invoices (This will be displayed in the PDF Invoices. You can also add HTML content here.)
> Click Apply changes
To add notes to a customer or a specific invoice
Go to Chargebee Dashboard
> Click to open the subscription/customer-specific record to which you want to add a note
> Scroll down to the heading Invoice Note and click Add Note
Related articles and Documentation