Add a Note to a Billing Account

You can keep a record of an account's billing-related information by adding notes to the billing account, which can only be seen by users with Billing permission.

To add a note to a billing account:

1. Go to Billing > Accounts > Billing Accounts.
   
    
2. Click the billing account you want to add a note to.
3. Click the Notes tab.
   
    
4. In the lower right, click the + Note button
5. Type in the note you want to add and click the Save Account Note button.