Purpose of Activity Notes in Invoicing
The Activity Notes feature allows admins to add detailed internal notes related to an invoice or credit note.
This is useful for tracking internal communications or actions, for example:
"Called debtor but couldn't reach them – left a message to call us back."
⚠️ Please Note:
These notes are internal only and do not appear on the invoice itself. They are only visible within the admin area.
How to Use Activity Notes
Go to Auctions & Items > View Auctions
Scroll to your auction and click on the three dotted menu located next to the Actions button. From there, click on Invoices
Use filters if needed to find the relevant invoice or credit note
Click the Notes button in the Actions column.
A pop-up will appear and you’ll be able to select three sections to add notes to:
General
Payment
Collection
Notes include:
Date and time stamp
Username of the admin who added the note
Note type (General, Payment or Collection)
You can also filter notes by type in the pop-up.
Visual Indicators
Invoices or credit notes with activity notes will show the Notes button in blue.
Invoices without any notes will show the Notes button in white.
