![]() You can also attach notes to specific messages. Notes can be created by selecting the Notes tab and clicking the blue +. Take notes from within a lead or project. Filter the view by the status.Īt this time, you cannot create new payment requests from the app. Below is a list of payment requests labeled by status: paid, partially paid, sent and draft. You’ll see a quick summary at the top showing the total amount, the amount paid and the balance. To view payment requests, select the relevant project, then tap the Payment Requests tab. View all payment requests, check their status and see key financial information, all on the app.
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