Add private notes

Notes capture context your team needs — credit discussions, who signs off AP, delivery issues — without putting that text in front of the customer.

Note on an invoice

1. Open the invoice detail.
2. Find Private notes — never sent to the debtor (wording in product).
3. Enter the note text.
4. Save if the UI requires an explicit save (some fields save on blur).

After save, anyone with access to the invoice can read the note. It does not go out with ladder emails.

Note on a debtor

1. Open the debtor → Notes tab.
2. Add the internal note (for example who handles AP).
3. Save.

What this does not do

• Notes do not change invoice status by themselves.
• They are not a substitute for Record A Promise or Raise A Dispute when you need chasing to pause formally.
• They are not visible on the debtor payment link preview as customer content.