Adding Notes to an Invoice in DeliveryTrax

KB Article #7137

Notes can be added to an invoice at any time. This can be useful for notifying the driver of any special instructions. 

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Notes can be added in a few ways. Click an option below to get started:

• To add notes to an unassigned invoice: 

  1. From the Route Builder, make sure the All Routes option is selected from the left.
     
  2. Click the Unassigned Invoices tab.
     
  3. Click the envelope icon () to the right of the desired invoice.
     
  4. Type the note and click Save.
     

     
     The note appears under the Address of the invoice.
     

• To add notes to an invoice in the Route Builder: 

  1. From the Route Builder, choose the route from the list.
     
  2. Find the stop the invoice belongs to and click it to open the invoice list. 
  3. Hover over the desired invoice and click the note icon ().
     
  4. Type the note and click Save.
     

     
     The note appears in the Notes column of the invoice.
     

     Additionally, the note appears in the stop's line item.
     

• To add notes to an invoice in the Route Tracker: 

  1. Click Route Tracker from the left side panel.
     
  2. Choose the driver/route from the list of active routes.
     
  3. Click the stop the invoice is attached to from the left side panel.
     
     1. Alternatively, click the stop's pin from the map.
        
  4. Click the envelope icon () next to the associated invoice.
     
  5. Type the note and click Save.
     

     
     The note appears next to the envelope icon. 
     

• To add a note to an invoice in Route History: 

  1. Click Route History from the left side panel.
     
  2. Click the Completed Routes tab.
     
  3. Find the route in the list and click View Route Details.
     
  4. The route history displays. Find the stop in the list and click to open it.
     
  5. Click the envelope icon ().
     
  6. Type the note and click Save.
     

     
     The note appears to the left of the envelope icon.