Purpose for Activity Notes in invoicing:

The Activity Notes functionality has a wider purpose, i.e. to allow a more verbose set of notes to be recorded regarding the history of an invoice and the items within that invoice. For example - "Called Debtor but couldn't reach them - left a message for them to call us back" etc.

How to use:

  • After generating invoices go to Auctions & Items - View Auctions - click on Invoices for the specific auction

  • Locate the correct invoice/credit note and click Notes in the 'Actions' column

  • You have the option to add a note in General, Payment or Collection section as below

  • Invoices/credit notes with Activity Notes will have the Notes button appear blue - (see invoice V3 below)

  • Those without activity notes will appear grey - ( see invoice V2 below)

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