Edit A Shift Note

How do I edit a Shift Note?

To edit a shift note, go to Shift Notes and select the shift note you wish to edit.

Please note, when selecting the shift note, you can click on the table row, or the edit button in the actions column. If you click on the client name in the client column, or the invoice number in the invoice column, you will be directed to the client or invoice rather than the shift note.

Once you've selected the shift note and it has loaded, edit any of the fields you need to and press "Save Shift Note".

What about if the shift note is already invoiced?

Don't worry, if you edit the shift note even after it has been invoiced, the invoice will not be affected. If you want to make changes to line items on an invoice, you will need to edit the invoice rather than the shift note.