All you need to do is type the information into the description field.  

Notes or additions to the inventory item description typed into an invoice description field are also carried from Sales Orders to an Invoice.

Another place to refer to document numbers could be in the 'ship-to' address.  This is especially helpful if it's always the same for a particular physical location, or if you're using a recurring transaction.   The 'ship-to' address is searchable, while invoice line item descriptions are not.

There is no special 'enter a Note' procedure required in Sage 50 Canadian.    If you're referring to Sage 50 US and it works differently (being *completely* different software) then I can't give you any direction.

I hope that helps, please post back.

If you find any responses in this forum to be helpful, please tag them for the benefit of others.

Thanks, that works to some extent, except that I can't seem to get the newline to work, so it all runs together.  How do you enter text in the description block on a new line?

The only way I know of, is to just use another line on the description.   These are stored as text fields in a database.  It's definitely not a word processor.  

If you need to produce a more professional-looking document, you may be able to print to a PDF printer (or email the invoice to yourself) and edit it in Adobe Acrobat or some other PDF editor.   Word 2013 will edit most PDF files, so that may work too.

The text fields seem to be able to store formatting characters in the database with no problem, but they are ignored by the program when formatting for display and might not work on printing either.

Okay, I can try that - I have Infix pdf editor.  Seems a bit backwards though, considering that Sage's prior product could do it and their newer one can't.