Comments on sales invoices allow you to communicate with your team and keep track of important information related to each invoice. This guide will show you how to add comments to a sales invoice from both the list view and the invoice details page, as well as how to view existing comments.
Adding comments from the list of sales invoices
Select the invoice for which you want to add a comment.
Click on Add comment.
A dialogue box opens, type your comment.
Click on Add comment.
Tip: You can also click on the three dots in the Actions column, then click on Add comment.
Adding comments from the invoice details
Open the invoice details, then:
In the actions menu, click on More.
In the dropdown menu, click on Add comment.
Viewing the comments on an invoice
Comments provide a chronological record of all communication related to a specific invoice. They can include notes about the invoice status, payment reminders, or any other relevant information.
On the invoice details page, you can view the comments that were added by yourself or other users.
Comments are visible under Activities.
If the comment is not visible in the latest activity, click on See all activities...
A dialogue box opens with all the activity on that document, including comments.
FAQ
Are comments visible to the customer?
No, comments added within Sales Invoices are internal and not visible to the customer. They are intended for communication and collaboration among your team members.
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