Address and Notes in the customer editor provide context for the company's relationship with that customer. Use the verified billing address and concise notes that help the team identify the correct record. Avoid placing passwords, payment credentials or unrelated personal details in these fields.
Review the customer name and type before saving an address change. Similar names can belong to separate entities or locations. A note explaining an approved billing distinction can be more useful than creating several ambiguous near-duplicate contacts.
Saved directory details and an existing document's retained terms are separate. Check the invoice draft or PDF revision when a customer detail changes, rather than assuming every older document silently updates. Issuance and delivery ask for their own review of current document evidence.
If a document needs supporting evidence, use the approved attachment or Documents workflow. A long note is not a substitute for a retained source file with the appropriate access. Keep the customer record readable so another authorized teammate can select it correctly when preparing the next invoice.
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