There are three different notes that can be created: an internal note, a text note, and a payment arrangement. Payment arrangements are agreements made by debtors to pay fees at a later stage.

Finance > Debtors > New Debtor Notes & Arrangements

How to create an internal note

An internal note is not normally printed on debtor account statements. It builds a history of all conversations with a specific debtor.

1. Click Create a note, select the family or debtor, and the date.

2. Select Internal note under Note type.

3. Complete the Note section and click Continue.

How to create a text note or payment arrangement

1. Click Create a note, select the family or debtor, and the date.

2. Select Text note and the communication medium.

3. For a payment arrangement: also complete the dates and amounts under Arrangement to pay information.

4. Click Continue.

Frequently asked questions

What is the difference between an internal note and a text note?

An internal note is not printed on the debtor's statement and is for internal use only. A text note can be printed on the debtor's statement.

Can a note be deleted after it has been created?

Yes, notes can be deleted if needed.