Plan: Available on every plan including trial (Starter). Any signed-in member who can open the invoice or customer can add or remove notes.
Notes hold context your team needs — who signs AP, a delivery issue, a credit discussion — without putting that text in front of the customer. The heading is always Private notes — never sent to the customer.
Before you start
- Notes never appear on the portal or in workflow templates.
- There is no Save button. The placeholder says Write a private note — press Enter to save.
Note on an invoice
- Open the invoice from Invoices.
- Scroll to Private notes — never sent to the customer.
- Type in the field and press Enter.
- To drop a note, click Remove on that line.
Empty state: No notes on this invoice yet. Anyone who can open the invoice can read the note. It does not go out with a reminder.
Note on a customer
- Open Customers → the company.
- Open the Notes tab (the same block also appears on Overview).
- Type and press Enter. Use Remove to archive a note.
Empty state: No notes on this customer yet.
Expected result
The line appears with your name and the time. It stays internal. Chasing does not change because you wrote a note.
If something looks wrong
- Nothing saved — press Enter, not Tab-away. The field is not a blur-save.
- You needed chasing to stop — a note is not enough. Use Record a promise (Pro+), Raise a dispute, Pause chasing, or ask an Admin for Never chase.
What this does not do
- Notes do not change invoice status.
- They are not a substitute for Record a promise or Raise a dispute.
- They are not customer-facing content on the payment link.