Notes & Payment, Total Investment June Getzinger February 15, 2018 19:42 Updated Follow Enter notes and payment info to personalize the customer proposal. Notes entered here will appear on the customer proposal. Select the options to include in the investment summary. Include one, two or all three options Related articles Final Notes - Settings How do I Enter Mail-In Rebates? What fields get sent from Sales Builder Pro to Service Titan and where to find them? How do I download the app to my tablet? Comments 0 comments Please sign in to leave a comment.