Add internal notes

To get started, navigate to Billing management, hover over People finder and enter the name of a student, and select the matching student.

To create a note:

1. Select Add Note.

2. Select a Type to categorize the note.

   Note: Define Types that appear in this drop-down under Tables on Billing settings.

3. Select the Date that corresponds to when the events described are taking place.

4. Enter a Summary. A summary is a one-sentence headline that generalizes the events further explored in the Description.

5. Enter a Description to provide context and detail of the noted event.

6. Select Save.