For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
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Adding internal billing receipt notes for eSignature packages
Internal billing notes help you track eSignature packages for client references, transaction references, and internal accounting.
## Add internal notes to eSignature packages
You can add or update these notes in two places:
### During package scheduling
1. Start scheduling a new eSignature package.
2. Look beneath the package details section.
3. Near the bottom left, select **Internal Note**.
4. Enter any internal references or notes that are relevant to the transaction.
### From the detailed package view
1. Open the main listing page.
2. Click the specific package you want to manage.
3. In the package’s detailed view, look on the left sidebar for **Internal Note Receipt**.
4. Add a new note or update the existing note as needed.
## Important notes
- Internal notes are only visible to your team and will not be seen by the client.
- Use these notes for information that helps you track and manage the transaction internally, such as:
- client ID
- transaction ID
- account codes
Using internal notes is a simple way to keep your team aligned and maintain organized client management and internal accounting records.
