Invoicing Servicer

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P-Notes

The InvoicingSM P-Note feature enables you to add electronic sticky notes to loans. It can be a simple reminder to yourself or other users who review any invoice on a loan. The P-Notes icon on an invoice is a visual clue that P-Notes exist on that loan. A P-Note can also be given an alert tag that causes the P-Note to appear when the invoice opens.

4786_note Vendors cannot see P-Notes.

P-Notes can be created for any valid loan in the InvoicingSM system.

Since P-Notes are attached at the loan level, open the loan from the system in order to create a P-Note.

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