Adding internal billing receipt notes for eSignature packages

nternal billing notes are a crucial part of managing eSignature packages, providing a reference for client tracking, transaction references, and for facilitating accounting within your organization. Here's a walkthrough for adding these important internal notes to your eSignature packages on Pactima.

Steps to Add Internal Notes to eSignature Packages:

1. During Package Scheduling:

   • As you're scheduling a new eSignature package, pay attention to the section beneath the package details.
   • Look for an option or button labeled 'Internal Note' towards the bottom left.
   • Click this and enter any internal references or notes that are pertinent to the transaction.

2. From the Detailed Package View:

   • If you need to add or modify internal notes after the initial scheduling, navigate to the package's detailed view.
   • This can be accessed from the main listing page by clicking on the specific package you wish to manage.
   • On the detailed page, typically on the left sidebar, find the section for 'Internal Note Receipt'.
   • Here, you can add new notes or update existing ones to reflect any changes or additional internal information required.

Remember:

• Internal notes are only visible to your team and will not be seen by the client.
• These notes should include any information that will help in tracking and managing the transaction internally, such as a client ID, a transaction ID, or specific account codes.

Conclusion:

Adding internal notes to your eSignature packages is a simple yet powerful way to keep your team aligned and informed about the specifics of each transaction. This feature helps in maintaining an organized approach to client management and internal accounting.